Manning reiterated that conversion from synthetic to natural colors represents “the single largest opportunity in the company’s history.” He said the industry push remains active in the U.S., Canada, and parts of Latin America, and he emphasized that Sensient has invested for years in natural color technologies, production capacity, quality systems, supply chain capability, and commercial resources to compete for the opportunity.In the fourth quarter, Sensient reported 2% local-currency revenue growth and f ...

On profitability, Fracassa attributed margin improvement largely to operational performance gains of about 130 basis points, including progress from operational excellence and cost-savings initiatives, engineering spend optimization, and benefits from prior restructuring actions, which more than offset higher labor and other input costs. He also noted a roughly 50 basis point benefit from tariffs in the quarter due to customer recoveries for costs incurred earlier in the year, while discrete items reduced m ...

CFO Bryan Petrucelli said net income and net operating earnings increased 27% and 25%, respectively, versus the prior-year quarter. Petrucelli attributed elements of the combined ratio to reserve development and catastrophe losses, noting that the 71.7% combined ratio included four points of net favorable prior-year loss reserve development, compared with 2.6 points in the prior year’s quarter. He also said catastrophe losses were less than a point in the quarter, compared with 2.2 points in the fourth quar ...

In the Q&A, Disher noted the company’s 2026 Industrial Solutions guidance includes Koch Filter revenue from the closing date and referenced a “stub period” of roughly one week that management said equates to about $3 million of sales not included in the full-year view. Disher described the Industrial Solutions outlook as built on approximately 1% pricing, 1%–2% share gains, and end-market demand that “pulses largely around GDP,” with the majority of the business tied to commercial and industrial HVAC.Chief ...

For the full year, orders increased 9% year over year (up 1% organically). Revenue increased 6%, while organic revenue was down 1%, which management attributed largely to “tough first half comps,” with improving trajectory later in the year. Kini said results exceeded the upper end of prior guidance for both adjusted EBITDA and adjusted EPS, with full-year adjusted EBITDA of about $2.1 billion (27.4% margin) and adjusted EPS of $3.34 (up 2% year over year) on an adjusted tax rate of 22.8%.For the fourth qua ...

Last month during its Q4 2025 earnings call, the delivery giant United Parcel Service (UPS) announced 30,000 job reductions as part of its strategy to cut Amazon volume. Now, in less than a month, UPS is facing legal escalation from one of the largest unions across the US, demanding a halt to the company’s second driver buyout plan. This is also the second layoff for the company, which in October 2025 announced the elimination of 48,000 jobs, including roles in operations and management. The Internation ...

Shares of Cleveland-Cliffs (NYSE: CLF) got clobbered this week, plunging 32.5% at their lowest point in trading through 11 a.m. Friday, according to data provided by S&P Global Market Intelligence. The steel stock's fourth-quarter and 2025 results announced this week were nothing to brag about, but investors may be overlooking a significant turning point. Some of the biggest macro challenges of last year are already behind the company, and management sees a strong recovery in 2026 as market dynamics chang ...

On Wednesday, Maye Musk celebrated her son Elon Musk's latest accolade after Forbes ranked him No. 1 on its 2026 list of America's greatest living innovators, ahead of Jeff Bezos, Bill Gates and Jensen Huang. Elon Musk Ranked No. 1 On Forbes 250 Innovators List Forbes named Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO the top innovator on its annual "Forbes 250" list. The list cited his role in building or scaling five multibillion-dollar companies across different industries: electric vehicles at Tesla, spac ...

In August, I predicted that Netflix (NASDAQ: NFLX) and Oracle (NYSE: ORCL) would reach at least $1 trillion in market capitalization by 2030. But Netflix is down 38.6% from its 52-week high at the time of this writing, while Oracle has fallen a staggering 56.5%. Netflix's market cap is now just $346.9 billion as I write this, and Oracle is at $410.4 billion -- a far cry from joining Nvidia, Alphabet, Apple, Microsoft, Amazon, Broadcom, Meta Platforms, Tesla, Berkshire Hathaway, and Walmart on the list of ...

Anthropic raises $30B in Series G funding, doubling valuation to $380B Proactive uses images sourced from Shutterstock Anthropic, the AI startup behind the Claude platform, has closed a $30 billion Series G funding round, marking the second-largest private tech fundraising in history after rival OpenAI. The investment more than doubled the company’s valuation to $380 billion and comes as adoption of its AI tools continues to surge. The round was led by Singapore’s GIC and Coatue and co-led by D. E. Sha ...