Looking ahead, the company reiterated guidance for 2026 WAKIX net revenue of $1.0 billion to $1.04 billion , which management characterized as achieving blockbuster status for the first time in franchise history. CFO Sandeep Kapadia cautioned that first-quarter 2026 revenue is expected to show typical industry seasonality, including higher gross-to-net deductions tied to insurance resets and higher copay obligations, along with potential trade inventory drawdowns.For the full year, Harmony reported $868.5 m ...

On profitability, South reported a fourth-quarter GAAP operating margin of 4.76% , down 10 basis points from the prior year, while non-GAAP operating margin was 7.42% , described as relatively flat year over year despite slightly lower gross margin driven primarily by product mix within the distribution and specialty groups.CFO Ron South said fourth-quarter global sales were $3.4 billion , up 7.7% year over year. Sales growth included 5.8% constant-currency growth, 1.9% benefit from foreign exchange, and 0. ...

Peter said the Mount Holly expansion is scheduled to begin in April, with Century planning to restart the last 25% of idled capacity and ramp it through the second quarter. He said the restart involves 50,000 tons of incremental volume, bringing Mount Holly to about 220,000 tons of annual production, with completion expected by the end of June.In the U.S., Peter said Century has 450,000 tons of capacity once Mount Holly is “up and running,” and noted the company is moving toward 1.4 million tons of nameplat ...

Gosebruch provided an update on Galapagos’s legacy R&D asset, the TYK2 inhibitor GLPG3667. He noted that the company announced top-line Phase 2 results in December for studies in dermatomyositis and systemic lupus erythematosus (SLE). According to management, GLPG3667 met the primary endpoint in dermatomyositis, showing a statistically significant clinical benefit and improvements on secondary measures versus placebo.Gosebruch said Galapagos is “aggressively evaluating opportunities” across its focus areas ...

CFO Mel Hope reported fourth-quarter revenue of $316.4 million, up 20.2% year over year, with same-restaurant sales up 3.1%. Same-restaurant traffic declined 1.9% in the quarter. Hope attributed revenue growth to positive same-restaurant sales and the contribution from 179 non-comp restaurants, including new company-owned openings and 19 franchise locations acquired since the third quarter of 2024.Tomasso framed the results against what he described as an unfavorable traffic environment, noting that Black B ...

Management repeatedly stressed that the play’s next step is driving costs down as development shifts from delineation to full-field execution. Van’t Hof said Barnett wells are currently around “$1,000 a foot,” and he framed a target of roughly “$800 a foot” as the threshold for returns to become competitive, particularly when paired with higher oil productivity.Chief Engineer Al Barkmann highlighted performance shown in the company’s investor materials, saying Barnett well results stood out versus the core ...

Operating trends also improved. The company reported a fourth-quarter net loss from operations of $3.9 million , down 79% from Q4 2024, and adjusted EBITDA of positive $5.5 million , compared with negative $13.1 million in the year-ago quarter. CFO Raj Denhoy (who announced a transition into a strategy role) said the year-over-year adjusted EBITDA improvement of $18.6 million was driven by strong sales and higher U.S. gross profit, alongside tighter expense management.Establishment Labs posted a fourth-quar ...

Management emphasized stepped-up internal investment. Baylouny said internal R&D spending rose 40% in 2025, while capital expenditures increased more than 60%. R&D focus areas include airborne, missiles, space, unmanned markets, and core ground-enabled domains, with emphasis on platform AI and autonomy, security and modularity, and platform-agnostic capabilities.The company also announced Sally Wallace has been named Chief Operating Officer, alongside other leadership changes described as expanded responsib ...

DHC said SHOP results were driven by improving occupancy, pricing, and margins. Same-property SHOP occupancy increased 90 basis points year-over-year to 82.4%, while the average monthly rate increased 5.8%. Same-property SHOP NOI margins improved by 230 basis points year-over-year, with management pointing to revenue growth as a key factor.Medical office and life science NOI of $108.1 million, slightly above the midpoint of guidanceManagement said full-year consolidated NOI grew 31.3% in 2025, supported by ...

We came across a bullish thesis on Booz Allen Hamilton Holding Corporation on Caffeinated Memos’s Substack. In this article, we will summarize the bulls’ thesis on BAH. Booz Allen Hamilton Holding Corporation's share was trading at $89.01 as of February 6th. BAH’s trailing and forward P/E were 13.21 and 14.84 respectively according to Yahoo Finance. Helport AI Rises Fast in Southeast Asia BNPL Space via Atome Partnership Booz Allen Hamilton Holding Corporation, a technology company, provides technology s ...