Key Takeaways KEX has approved a stock repurchase authorization of up to an additional $8 million shares of common stock.Such shareholder-friendly moves boost investor confidence and positively impact the stock's bottom line.In 2024, Kirby generated $413.8 million in free cash flow compared with $138.5 million generated in 2023.In a shareholder-friendly move, Kirby Corporation’s (KEX) board of directors has announced a stock repurchase authorization of up to an additional $8 million shares of common stock. ...

Key Takeaways IONQ's shares jumped 93.8% in three months, far outpacing industry and sector gains.The company raised $1B from a single investor, boosting cash to $1.6B in July 2025.Fed's September rate cut supports liquidity, though IONQ's valuation remains steep.Over the past three months, IonQ’s (IONQ) shares have surged 93.8%, far outpacing the broader Computer - Integrated Systems industry’s 12.3% rise, the Computer and Technology sector’s 17.6% gain and the S&P 500’s 11.4% rally. This strong rally unde ...

Key Takeaways Clorox leverages pricing strength, cost savings and IGNITE to bolster growth and margins.Advanced analytics support CLX's dual pricing strategy to balance value and profitability.All three core business units posted year-over-year growth in Q4 fiscal 2025.The Clorox Company’s (CLX) holistic margin-management efforts, constant product innovations and IGNITE strategy progress well. Clorox is effectively capitalizing its pricing strength to support growth and mitigate cost pressures. The company ...

Key Takeaways Colgate combines pricing actions and productivity moves to expand margins and efficiency.CL leverages AI, analytics and premiumization to optimize portfolio and marketing.Oral Care relaunches and skincare trade-ups drive share gains and brand momentum.Colgate-Palmolive Company (CL) is effectively leveraging its pricing power to support growth and mitigate external cost pressures. The company’s productivity program centers on cost savings and efficiency initiatives designed to strengthen its op ...

GDS Holdings (GDS) shares soared 8.1% in the last trading session to close at $40.67. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 11.3% gain over the past four weeks.The surge was fueled in part by increased market enthusiasm for Chinese infrastructure names linked to AI, cloud growth, and data centers, as investors rotated into these high-growth sectors.This company is expected to post quarterly loss of $0.06 per share in it ...

Integral Ad Science (IAS) shares ended the last trading session 20.5% higher at $10.19. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 4.2% loss over the past four weeks.The stock rose after the company announced a definitive acquisition agreement with Novacap, a North American private equity firm. Under the deal, Novacap will acquire IAS for $10.30 per share in cash, effectively taking the company private.This di ...

Core Insights - Jabil, Inc. (JBL) reported strong fourth-quarter fiscal 2025 results, with both net income and revenues exceeding expectations, driven by growth in data center infrastructure, capital equipment, healthcare, and retail automation markets [1] Financial Performance - Net income on a GAAP basis for the quarter was $218 million or $1.99 per share, up from $138 million or $1.18 in the prior-year quarter, primarily due to top-line growth [2] - Non-GAAP net income for the quarter was $360 million or $3.29 per share, compared to $270 million or $2.30 in the prior-year quarter, surpassing the Zacks Consensus Estimate of $2.95 [2] - For fiscal 2025, GAAP net income was $657 million or $5.92 per share, down from $1.38 billion or $11.17 per share a year ago; non-GAAP net income was $1.08 billion or $9.75 per share, compared to $1.05 billion or $8.49 per share in fiscal 2024 [3] Revenue Growth - Net sales for the quarter increased to $8.3 billion from $6.96 billion in the year-ago quarter, beating the consensus estimate of $7.66 billion, driven by strong demand in the Intelligent Infrastructure segment [4] - The Regulated Industries segment contributed 38% to revenues, with a 3% year-over-year growth attributed to the healthcare and packaging end market [4] - Intelligent Infrastructure accounted for 45% of total revenues, with a significant 62% year-over-year increase, supported by demand in capital equipment and AI-related cloud and data center infrastructure [5] - The Connected Living & Digital Commerce segment contributed 17% of total revenues, experiencing a 14% year-over-year decline due to soft demand for consumer-driven products, although strong growth in digital commerce partially mitigated this trend [5] Profitability Metrics - Gross profit for the quarter was $783 million, up from $663 million in the year-ago quarter; non-GAAP operating income was $337 million, an increase from $318 million in the prior year [6] - Non-GAAP operating margin improved to 6.3%, up from 5.8% in the year-ago quarter [6] Cash Flow and Liquidity - In fiscal 2025, Jabil generated $1.64 billion of net cash from operating activities, slightly down from $1.71 billion a year ago; as of August 31, 2025, the company had $1.93 billion in cash and cash equivalents, with $2.38 billion in notes payable and long-term debt [7] - Free cash flow stood at $1.31 billion, compared to $1.05 billion in 2024 [7] Future Guidance - For the first quarter of fiscal 2026, revenues are expected to be in the range of $7.7 billion to $8.3 billion, with non-GAAP operating income projected between $400 million and $460 million; non-GAAP earnings per share are estimated to be between $2.47 and $2.87 [8][9] - Management anticipates that AI data center infrastructure, healthcare, and advanced warehouse and retail automation will be the major growth drivers in 2026, projecting fiscal 2026 revenues at $31.3 billion and non-GAAP earnings per share at $11.00 [9]

Key Takeaways The White House issued an order supporting digital assets and exploring a Strategic Bitcoin Reserve.MARA benefits as reduced legal risk lowers investor premiums and legitimizes bitcoin mining.Marathon's capacity expansions and power deals position it to capture policy-driven demand.The Trump administration’s early-2025 pivot toward pro-digital asset policy has produced tangible, market-relevant actions. On Jan. 23, 2025, the White House issued an executive order that explicitly directs federal ...

Key Takeaways Boston Beer posted margin gains and earnings growth despite weak demand and soft retail traffic.Innovations like Sun Cruiser RTD and Twisted Tea Light are boosting engagement and premium margins.Core brands like Twisted Tea and Samuel Adams anchor growth alongside Angry Orchard and Hard Mountain Dew.The Boston Beer Company, Inc. (SAM) entered the second quarter of 2025 navigating a tough operating environment, with macroeconomic uncertainty, pressured consumer spending and weak category demand ...

Key Takeaways FIS completed its acquisition of digital banking solutions provider Amount.Amount enhances account opening, lending, cards and deposits with AI tools.The move strengthens FIS' Banking Solutions segment, revenues from which grew 4% in H1 2025.Fidelity National Information Services, Inc. (FIS) recently completed the purchase of a leading Chicago-based integrated digital banking origination and decisioning solutions provider, Amount.  The integration of Amount allows FIS to further expand its inn ...