It’s been nearly 20 years since Apple Inc. was this untethered from its tech peers, giving investors an appealing alternative to the artificial intelligence-fueled volatility that has gripped most other corners of the stock market in recent weeks. Apple’s 40-day correlation to the Nasdaq 100 Index tumbled to 0.21 last week, the lowest since 2006, according to data compiled by Bloomberg. Its correlation with the benchmark has been on the decline since May, when it reached 0.92, as Apple’s decision to mostl ...

Allen said the board declared a $0.50 per share dividend for the fourth quarter. The company’s dividend policy targets a distribution based on 100% of operating cash flow minus a voluntary reserve. For the quarter, Allen said operating cash flow was $41 million and the voluntary quarterly reserve was $19.5 million. Management characterized the payout as the company’s highest in three years and noted it was the highest quarterly dividend since Q4 2022.Adjusted EBITDA totaled $42 million in the fourth quarter ...

EVP of Commercial Steve Ledbetter said HF Sinclair delivered “solid” full-year 2025 adjusted EBITDA of $2.3 billion and fourth-quarter adjusted EBITDA of $564 million. Ledbetter said refining results in the quarter reflected seasonal weakness, with margins strongest early in the quarter when throughput was lowest, followed by a significant weakening toward quarter-end in core markets in the Rockies, Mid-Con, and Southwest.During the Q&A, management repeatedly declined to provide additional details on the ma ...

Costamare logo Key Points Financials: Q4 net income was about $73 million and full-year net income about $370 million (adjusted FY net income ~$376M, or $3.12/share), with year-end liquidity of roughly $590 million. Contracting and fleet deployment: The company forward-chartered 12 vessels (4k–14k TEU), adding about $940 million of incremental contracted revenue and bringing total contracted revenues to ~$3.4 billion, with a TEU-weighted remaining duration of 4.5 years and fixed revenue days of ~96% for ...

Adjusted EBITDA in the fourth quarter was $330 million , up 27% , with an adjusted EBITDA margin of 23.5% , which Eldessouky said was the highest level the company has achieved as a standalone company since its IPO. Full-year adjusted EBITDA was $891 million , and adjusted EBITDA margin for the full year was 17.5% .CFO Sam Eldessouky reported total company revenue of $1.405 billion in the fourth quarter, up 7% on a constant-currency basis. Full-year revenue was $5.101 billion , up 5% , and up 6% excluding t ...

Insulet said it achieved record new customer starts in the fourth quarter and for the full year across the U.S., international markets, and company-wide. CFO Flavia Pease noted that in the U.S. during the fourth quarter, more than 85% of new customer starts came from people transitioning from multiple daily injections (MDI), and type 2 represented more than 40% of all starts.For the full year, the company reported revenue of more than $2.7 billion , up 29.5% constant currency (30.7% reported). Management sa ...

Nir said SolarEdge increased market share in the U.S. across residential, commercial, and storage categories. In Europe, he said the company gained share in commercial and industrial (C&I) and stabilized its share position in residential, despite a slow market. He also noted the company continued ramping U.S. manufacturing to serve domestic demand and began exporting its first products late in the year.For full-year 2025, Nir said SolarEdge grew revenue 30% year-over-year, raised gross margin from negative ...

CFO Ofer Koren said non-GAAP gross profit grew 28% in 2025, reflecting a non-GAAP gross margin of 46.3%. He also reported free cash flow of $281 million for 2025, a 29% margin, and noted that operating and free cash flow results benefited from “one-time positive” working-capital dynamics tied to a few sizable merchants.For the full year, Global-e reported GMV of approximately $6.57 billion, up 35%, and revenue of $962 million, up 28%. Adjusted EBITDA increased 41% to $198.5 million, representing a 20.6% mar ...

Roper highlighted improvements at Walmart following a mid-November reset, saying the company “recovered most of the distribution loss at the end of 2024” and improved total distribution and space allocation from 2024 levels. Management noted the set is now in what it believes is a higher-traffic aisle, and referenced photos in the investor deck showing the new shelf presence.CEO Martin Roper said the company posted record performance in 2025, finishing with net sales up 18%, driven by full-year growth of Vi ...

Adjusted EBITDA in the fourth quarter was $137 million , compared with $117 million in the prior-year quarter. Full-year adjusted EBITDA was $337 million , down from $363 million in 2024. The company said the quarterly EBITDA improvement reflected an increase in renewables that was partially offset by a year-over-year decline in agribusiness.Fourth-quarter gross profit increased 8% year over year to $231 million , which CFO Brian Valentine attributed primarily to “higher volume and margins in renewables,” a ...