RingCentral press release ( RNG ): Q4 GAAP EPS of $0.26 misses by $0.01 . Revenue of $644M (+4.7% Y/Y) in-line. GAAP operating margin of 6.6%, compared to 2.5% in the prior year. Non-GAAP operating margin of 22.8%, up 140 basis points year over year. GAAP EPS of $0.26 compared to ($0.08) last year. Net cash provided by operating activities of $149 million, up 12.0% year over year. Free cash flow o...
RingCentral press release ( RNG ): Q4 GAAP EPS of $0.26 misses by $0.01 . Revenue of $644M (+4.7% Y/Y) in-line. GAAP operating margin of 6.6%, compared to 2.5% in the prior year. Non-GAAP operating margin of 22.8%, up 140 basis points year over year. GAAP EPS of $0.26 compared to ($0.08) last year. Net cash provided by operating activities of $149 million, up 12.0% year over year. Free cash flow of $126 million, up 13% year over year. Reduced stock-based compensation expense as a percentage of revenue by 330 basis points year over year. Repurchased approximately 5 million shares for a total of $135 million. “We delivered a solid fourth quarter that capped a strong year of execution, highlighted by record free cash flow and FCF per share. AI is proving to be a strong tailwind, with ARR from customers who utilize at least one of our monetized AI products more than doubling year over year and now approaching 10% of our overall ARR,” said Vlad Shmunis , founder and CEO of RingCentral. “We’re leveraging a scaled, cloud-native, real-time com More on RingCentral RingCentral: Willing To Bite At Low Prices As New Products Show Promise RingCentral, Inc. (RNG) Presents at Barclays 23rd Annual Global Technology Conference Transcript RingCentral: The Operating Leverage Effect Still At Work Seeking Alpha’s Quant Rating on RingCentral Historical earnings data for RingCentral
The US Supreme Court in Washington, DC, US, on Tuesday, Jan. 27, 2026. Al Drago | Bloomberg | Getty Images The Supreme Court may decide the fate of President Donald Trump's tariff agenda as soon as Friday — and the ruling has implications for consumers' wallets , according to economists. If the high court were to rule that certain tariffs are unconstitutional, it could yield financial relief for c...
The US Supreme Court in Washington, DC, US, on Tuesday, Jan. 27, 2026. Al Drago | Bloomberg | Getty Images The Supreme Court may decide the fate of President Donald Trump's tariff agenda as soon as Friday — and the ruling has implications for consumers' wallets , according to economists. If the high court were to rule that certain tariffs are unconstitutional, it could yield financial relief for consumers, who have at least partly borne the cost of those import taxes via higher prices, economists said. The tariffs in question are those levied under the International Emergency Economic Powers Act of 1977. The Trump administration used IEEPA as a legal pathway to impose tariffs on a broad swath of trading partners and raise the tariff rate on imports to their highest level since the early 20th century. No president had previously used the law to impose tariffs. The cost of tariffs to consumers — and potential savings Tariffs are a tax on imports. Those taxes are largely paid by the U.S. entity that imports the item, not foreign exporters, economists said. The U.S. currently has an average effective tariff rate of 16.9%, the highest since 1932, according to John Ricco, associate director of policy analysis at the Yale University Budget Lab. A paper published last week by researchers at the Federal Reserve Bank of New York said that U.S. firms and consumers bore "the bulk" — roughly 90% — of the economic burden of tariffs imposed in 2025. White House officials disputed that finding . watch now VIDEO 6:24 06:24 Tariff study fallout: Are Americans footing the bill? Squawk Box Businesses generally pass on at least some of their costs to consumers, according to economists and various economic analyses. Tariffs have made everything from furniture to clothing, food, electronics and cars more expensive , according to the Yale Budget Lab. The Tax Foundation found that Trump's tariffs cost the average consumer $1,000 in 2025 , and will cost them $1,300 in 2026. The Yale Budget L...
Century Aluminum press release ( CENX ): Q4 Non-GAAP EPS of $1.25 misses by $0.04 . Revenue of $633.7M (+0.4% Y/Y) misses by $27.93M . Shares +0.30% . First Quarter 2026 Outlook The Company expects first quarter Adjusted EBITDA attributable to Century stockholders to range between $215 to $235 million based on improved metal pricing and regional premiums, partially offset by temporary higher energ...
Century Aluminum press release ( CENX ): Q4 Non-GAAP EPS of $1.25 misses by $0.04 . Revenue of $633.7M (+0.4% Y/Y) misses by $27.93M . Shares +0.30% . First Quarter 2026 Outlook The Company expects first quarter Adjusted EBITDA attributable to Century stockholders to range between $215 to $235 million based on improved metal pricing and regional premiums, partially offset by temporary higher energy costs in the United States as a result of Winter Storm Fern. More on Century Aluminum Century Aluminum: Don't Count On Tariffs, But On Its Market Position Century Aluminum Q4 2025 Earnings Preview Aluminum tumbles on report of potential rollback of U.S. tariffs on metal products Seeking Alpha’s Quant Rating on Century Aluminum Historical earnings data for Century Aluminum
Howard Hughes press release ( HHH ): Q4 GAAP EPS of $0.10 misses by $0.30 . Revenue of $624.4M (-36.5% Y/Y) beats by $10.4M . Full Year 2026 Guidance As Howard Hughes transitions into a diversified holding company, our reporting framework will evolve accordingly. Following the anticipated closing of the Vantage transaction, our earnings base will reflect both real estate and insurance platforms wi...
Howard Hughes press release ( HHH ): Q4 GAAP EPS of $0.10 misses by $0.30 . Revenue of $624.4M (-36.5% Y/Y) beats by $10.4M . Full Year 2026 Guidance As Howard Hughes transitions into a diversified holding company, our reporting framework will evolve accordingly. Following the anticipated closing of the Vantage transaction, our earnings base will reflect both real estate and insurance platforms with fundamentally different economic characteristics. Over time, we intend to move from traditional annual segment-based guidance toward longer-term segment objectives aligned with how we manage capital internally. We expect to continue providing detailed disclosure on our real estate operations, including MPC activity, operating asset performance, and condominium progress. Following the close of the Vantage acquisition, we will introduce appropriate insurance-specific metrics and reporting to enable investors to assess the performance and risk profile of that business independently. While near-term results may reflect increased variability as we integrate new platforms, our objective remains unchanged: to compound intrinsic value per share through disciplined capital allocation, prudent risk management, and a long-term ownership mindset. Given that the Vantage transaction is still pending, we are providing the following expectations related to our 2026 performance for Howard Hughes Communities: Adjusted Operating Cash Flow is expected to range between $415 million and $465 million in 2026, with an implied mid-point of approximately $440 million. MPC EBT is expected to normalize in 2026 following a record year of land sales in 2025, which included outsized superpad sales in Summerlin. We expect 2026 MPC EBT to range between $343 million and $391 million, with an implied mid-point of approximately $367 million. Excluding the superpad sale in Summerlin referenced earlier, our 2026 guidance is essentially flat relative to 2025. Operating Assets NOI, including contributions from...
Earnings Call Insights: Safe Bulkers, Inc. (SB) Q4 2025 Management View Dr. Loukas Barmparis, President, stated that "in the fourth quarter of 2025, we achieved $0.14 of adjusted earnings per share, and our Board has declared a $0.05 per share dividend, rewarding our common shareholders." He emphasized the company's balance between spot- and time-charter exposure, which he said "allows it to captu...
Earnings Call Insights: Safe Bulkers, Inc. (SB) Q4 2025 Management View Dr. Loukas Barmparis, President, stated that "in the fourth quarter of 2025, we achieved $0.14 of adjusted earnings per share, and our Board has declared a $0.05 per share dividend, rewarding our common shareholders." He emphasized the company's balance between spot- and time-charter exposure, which he said "allows it to capture market opportunities while preserving net cash flow visibility and a strong capital structure, providing flexibility in our capital allocation." Barmparis explained that Safe Bulkers' fleet now consists of 12 Phase 3 vessels in the water, with 26 vessels having undergone environmental upgrades and 11 classified as Eco vessels. He highlighted that approximately 80% of the fleet is Japanese-built, with an average fleet age of 10.5 years, about 2.5 years younger than the global fleet average, thus strengthening the company's competitive position. The company plans to take delivery of its remaining order book of 8 Phase 3 vessels, noting that "by Q1 2029, Safe Bulkers fleet will be comprised of 38 Phase 3 vessels, positioning us favorably to compete based on the fuel efficiency of our vessels, while the shipbuilding capacity will continue to be constrained, leading to longer lead terms." Barmparis reported a contracted revenue backlog from Capesize vessels of $130 million and noted, "we have declared our 17th consecutive quarterly dividend of $0.05, representing 3.3% dividend yield." The company maintains liquidity and capital resources of $382 million and a leverage of 34%. CFO Konstantinos Adamopoulos stated, "during the fourth quarter of 2025, we operated in a slightly improved charter market environment compared to the same period in 2024, with increased revenues due to higher charter hires and slightly increased earnings from Scrubber-fitted vessels." Outlook Barmparis explained that the dry-bulk fleet is projected to grow by about 3% in 2026, with the order book at abo...
Spencer Platt/Getty Images News Exxon Mobil ( XOM ) is continuing work to determine the total natural gas resources at the Stabroek Block in Guyana, the country's energy minister said Thursday, according to Reuters. Exxon ( XOM ) "still needs to do more work to evaluate the amount of resources there," Vickram Bharrat, Guyana's minister of natural resources, said in an interview at the Guyana Energ...
Spencer Platt/Getty Images News Exxon Mobil ( XOM ) is continuing work to determine the total natural gas resources at the Stabroek Block in Guyana, the country's energy minister said Thursday, according to Reuters. Exxon ( XOM ) "still needs to do more work to evaluate the amount of resources there," Vickram Bharrat, Guyana's minister of natural resources, said in an interview at the Guyana Energy Conference. Bharrat said the government's priority is to develop onshore industrial projects such as data centers and fertilizer plants to use gas and advance Guyana's economy, adding the government would seek to begin exports once it is determined there is excess gas beyond that. Separately, Exxon's ( XOM ) fifth and sixth projects in Guyana - Uaru and Whiptail - are progressing ahead of schedule and under budget, the company's head of Guyana operations said Wednesday at the conference. Exxon's ( XOM ) Alistair Routledge declined to provide a specific timeline for the startup of the projects when asked by Reuters, but the company has said the Uaru project is scheduled to begin oil production this year and Whiptail is anticipated to start up in 2027. Uaru and Whiptail will each produce 250K bbl/day, raising Guyana's overall output to 1.15M bbl/day when Uaru starts and 1.4M bbl/day when Whiptail comes online. More on Exxon Mobil Exxon Mobil: It's A Buy Says Valuation, But I'm Weighing Technical Caution Exxon Mobil: Strong Value Despite Oil Rout Exxon Mobil: Let Us Talk About Venezuela And Guyana
Copart press release ( CPRT ): Q2 Revenue of $1.12B (-3.4% Y/Y) misses by $30M . For the three months ended January 31, 2026, revenue, gross profit, and net income attributable to Copart, Inc. were $1.1 billion, $492.8 million, and $350.7 million, respectively. These represent a decrease in revenue of $(41.6) million, or (3.6)%; a decrease in gross profit of $(32.7) million, or (6.2)%; and a decre...
Copart press release ( CPRT ): Q2 Revenue of $1.12B (-3.4% Y/Y) misses by $30M . For the three months ended January 31, 2026, revenue, gross profit, and net income attributable to Copart, Inc. were $1.1 billion, $492.8 million, and $350.7 million, respectively. These represent a decrease in revenue of $(41.6) million, or (3.6)%; a decrease in gross profit of $(32.7) million, or (6.2)%; and a decrease in net income attributable to Copart, Inc. of $(36.7) million, or (9.5)%, respectively, from the same period last year. Fully diluted earnings per share for three months ended January 31, 2026 was $0.36 compared to $0.40 last year, a decrease of (10.0)%. More on Copart Copart's Shareholders Could Be In For A Tough Year From Scrap To Gold: How Copart Built A Global Empire On Total Losses Copart: Why The Salvage King Still Reigns Copart Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on Copart
Kathy Hochul backed away from allowing robotaxi services in smaller cities, though Waymo still plans to move ahead in New York City New York’ s governor, Kathy Hochul , has pulled her proposal to allow commercial robotaxi services in smaller cities outside New York City, a spokesperson for the governor said on Thursday. “Based on conversations with stakeholders, including in the legislature, it wa...
Kathy Hochul backed away from allowing robotaxi services in smaller cities, though Waymo still plans to move ahead in New York City New York’ s governor, Kathy Hochul , has pulled her proposal to allow commercial robotaxi services in smaller cities outside New York City, a spokesperson for the governor said on Thursday. “Based on conversations with stakeholders, including in the legislature, it was clear that the support was not there to advance this proposal,” the spokesperson said. Continue reading...
Barings BDC press release ( BBDC ): Q4 Net investment income per share of $0.27 During the three months ended December 31, 2025, the Company reported total investment income of $68.0 million. Net asset value (“NAV”) per share as of December 31, 2025 was $11.09, as compared to $11.10 as of September 30, 2025. More on Barings BDC Barings BDC: 11% Yield And 19% Discount Make It A Buy Barings BDC: Exc...
Barings BDC press release ( BBDC ): Q4 Net investment income per share of $0.27 During the three months ended December 31, 2025, the Company reported total investment income of $68.0 million. Net asset value (“NAV”) per share as of December 31, 2025 was $11.09, as compared to $11.10 as of September 30, 2025. More on Barings BDC Barings BDC: 11% Yield And 19% Discount Make It A Buy Barings BDC: Excessive NAV Discount Barings BDC: It Is Time To Enter This 11.7% Yielder Seeking Alpha’s Quant Rating on Barings BDC Historical earnings data for Barings BDC
Canadians led 1-0 in regulation before late US goal Megan Keller clinches title with overtime winner Medal table | Live scores and schedule | Results Rescued from the brink of defeat by a deft touch from their captain in her final Olympics, the US beat Canada in Milan on Thursday to claim the women’s ice hockey gold medal. Hilary Knight got engaged this week to the American speed skater, Brittany ...
Canadians led 1-0 in regulation before late US goal Megan Keller clinches title with overtime winner Medal table | Live scores and schedule | Results Rescued from the brink of defeat by a deft touch from their captain in her final Olympics, the US beat Canada in Milan on Thursday to claim the women’s ice hockey gold medal. Hilary Knight got engaged this week to the American speed skater, Brittany Bowe, and the 36-year-old now has another reason to celebrate. Out-fought and out-thought by their great rivals for much of this contest, the Americans were poised to lose to a team they had thumped 5-0 in the preliminary round only nine days earlier. Continue reading...
Tandem Diabetes Care press release ( TNDM ): Q4 GAAP EPS of -$0.01 beats by $0.05 . Revenue of $290.4M (+2.8% Y/Y) beats by $13.16M . More on Tandem Diabetes Care Tandem upgraded, Zimmer, ResMed downgraded as Baird previews MedTech in 2026 Seeking Alpha’s Quant Rating on Tandem Diabetes Care Historical earnings data for Tandem Diabetes Care Financial information for Tandem Diabetes Care
Tandem Diabetes Care press release ( TNDM ): Q4 GAAP EPS of -$0.01 beats by $0.05 . Revenue of $290.4M (+2.8% Y/Y) beats by $13.16M . More on Tandem Diabetes Care Tandem upgraded, Zimmer, ResMed downgraded as Baird previews MedTech in 2026 Seeking Alpha’s Quant Rating on Tandem Diabetes Care Historical earnings data for Tandem Diabetes Care Financial information for Tandem Diabetes Care
Gaming and Leisure Properties press release ( GLPI ): Q4 FFO of $1.16 beats by $0.18 . Revenue of $407M (+4.5% Y/Y) beats by $0.98M . 2026 Guidance Reflecting the current operating and competitive environment, the Company is providing AFFO guidance for the full year 2026 based on the following assumptions and other factors: The guidance does not include the impact on operating results from any pos...
Gaming and Leisure Properties press release ( GLPI ): Q4 FFO of $1.16 beats by $0.18 . Revenue of $407M (+4.5% Y/Y) beats by $0.98M . 2026 Guidance Reflecting the current operating and competitive environment, the Company is providing AFFO guidance for the full year 2026 based on the following assumptions and other factors: The guidance does not include the impact on operating results from any possible future acquisitions or dispositions, future capital markets activity, or other future non-recurring transactions other than: anticipated fundings of approximately $575 million to $650 million related to current development projects which will be funded relatively evenly by quarter throughout 2026; $225 million of funding for PENN’s Aurora facility late in second quarter of 2026; the completion of the Lincoln acquisition for $700 million in February of 2026; and, the anticipated settlement of $363.3 million of our forward equity on June 1, 2026. The guidance assumes there will be no material changes in applicable legislation, regulatory environment, world events, including weather, recent consumer trends, economic conditions, oil prices, competitive landscape or other circumstances beyond our control that may adversely affect the Company's results of operations. The Company estimates AFFO for the year ending December 31, 2026 will be between $1.207 billion and $1.222 billion, or between $4.06 and $4.11 per diluted share and OP/LTIP units. More on Gaming and Leisure Properties VICI Properties Vs. Gaming and Leisure Properties: The Vegas-Focused REIT Is The Winner Gaming And Leisure Properties Is Now Cheap For What It Offers Gaming and Leisure Properties upgraded to Outperform at Mizuho Gaming and Leisure Properties declares $0.78 dividend Seeking Alpha’s Quant Rating on Gaming and Leisure Properties