PresentationAdam SeidenBarclays Bank PLC, Research Division All right. Great. I think we'll get going today for what is day 3 of the Barclays Industrial Select Conference. My name is Adam Seiden. I lead the U.S. machinery and construction effort at Barclays. Glad to meet you. We're pleased to have at this session the folks from Cummins. We got both Jeff as well as Nick and Colin from the IR team is out in the audience as well. So the format of the session here is going to be fireside chat, myself and the fe ...

PresentationJulian MitchellBarclays Bank PLC, Research Division Fantastic. Well, thanks, everyone, and welcome to the second session this morning. It's my pleasure to have Hubbell up here. Gerben Bakker, President and CEO; Joe Capozzoli, CFO. So thank you very much, Gerben and Joe for being here with us this morning. ...

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Question-and-Answer SessionMaybe kind of first off, you had your earnings sort of fairly recently. So just help us understand kind of how you see the shape of the year playing out? Anything we should bear in minds, kind of, seasonality wise, are we expecting sort of first quarter year-on-year in terms of growth and margins look pretty similar to the fourth quarter you just reported?John StonePresident, CEO & Director Yes, I think that's fair. And as we mentioned the guide that we're looking for is on the no ...

Core Insights - The company is presenting its H1 FY '26 results, highlighting the importance of the underlying mindset that drives these results [1][2] - The organization is adapting and executing strategies to capture growth opportunities in a contrasted environment, acknowledging both challenges and evolving consumer trends [3] Sales and Results - The company emphasizes agility, discipline, and strategic conviction during this transition period, indicating a proactive approach to navigating market dynamics [3]

Old National Bancorp (ONB) on Thursday announced a doubling in the size of its share repurchase program to up to $400M, effective until February 28, 2027. The new program replaces the prior $200M stock buyback program, set to expire on February 28, 2026. ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of RITHM, NLY, AGNC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to w ...

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Core Viewpoint - The stock market in 2026 is characterized by high volatility, suggesting that this is not an ideal time for passive investing. Investors who can identify strong buying opportunities in undervalued companies with solid fundamentals are likely to achieve significant outperformance [1]. Group 1 - Investors are encouraged to actively seek out beaten-down stocks that still exhibit strong fundamentals [1]. - The experience of analysts covering technology companies and working in Silicon Valley provides valuable insights into current industry trends [1]. - The analyst has been contributing to Seeking Alpha since 2017 and has been featured in various web publications, indicating a strong presence in the investment community [1].

Group 1 - The article discusses various strategies for income investing, categorizing them into two broad approaches [3] - The first approach focuses on maximizing returns from the early stages of investment, which involves taking on higher risks [3] Group 2 - No additional relevant content available for this section [1]