East and Africa ("EMEA†) region. While net sales decreased 5% year over year, segment Adjusted EBITDA increased 6% driven by favorable product mix, as well as positive timing and favorable foreign currency translation.Rubber Carbon BlackOur Rubber Carbon Black segment's fourth quarter results continued to be impacted by lower tire production rates in key Western markets, resulting primarily from elevated levels of lower-tier tire imports and soft freight tonnage. Volumes declined 1% year over year, with l ...

Core Insights - The U.S. construction sector ended Q4 2025 with muted activity, primarily driven by infrastructure development and data center builds, while traditional commercial and housing segments struggled [1][2] Industry Overview - Demand is primarily supported by infrastructure and technology initiatives, while traditional commercial and residential markets face financing constraints and reduced demand [2] - Essential sectors are performing well, whereas discretionary and office-focused sectors are encountering significant challenges [2] Earnings Performance - Approximately 70.6% of S&P 500 companies have reported Q4 earnings, with the construction sector's total earnings down 25.8% year-over-year on 3.4% lower revenues [4] - 58.3% of companies beat EPS estimates, while 41.7% surpassed revenue estimates [4] Factors Influencing Q4 Results - AI-related data center development is a key driver of construction activity, leading to expansions in electrical and power infrastructure [5] - Public investment from federal infrastructure programs is converting planned projects into actual construction, supported by the Infrastructure Investment and Jobs Act and other federal initiatives [6] - Industrial reshoring continues to support domestic manufacturing and logistics, providing a steady demand floor from technology and healthcare sectors [7] Challenges Faced - Seasonal slowdowns and weather disruptions likely affected project timelines and productivity in Q4 [8] - Residential construction faced challenges due to high borrowing costs and weak demand, particularly in multifamily housing [9] - Labor shortages and rising materials costs are significant constraints, impacting project schedules and contractor confidence [10] Q4 Expectations - The construction sector is expected to see a 17.2% decline in earnings for Q4 compared to the previous year, a worsening from the 9.1% decline in Q3 2025 [11] - Revenue growth is projected at 1%, down from 2.8% growth in the previous quarter [12] Company Highlights - Orion Group Holdings, Inc. is expected to beat earnings estimates with an EPS consensus of 6 cents, reflecting a 62.5% decline from the previous year [16] - AAON, Inc. anticipates an EPS of 45 cents, indicating a 50% growth year-over-year [18] - Limbach Holdings, Inc. is projected to report an EPS of $1.28, an 11.3% improvement from the prior year [19] - Sterling Infrastructure, Inc. expects an EPS of $2.66, representing an 82.2% growth from the previous year [20]

​Orion Group Holdings, Inc. (NYSE:ORN) is one of the Overlooked Small Cap Stocks to Buy Now. Recently, on February 6, DA Davidson maintained a Buy rating on Orion Group Holdings, Inc. (NYSE:ORN) and raised the price target from $13 to $15. On February 5, Liam Burke from B. Riley Securities also reiterated a Buy rating on the stock and raised the price target from $11.5 to $15.5. ​The bullish sentiment follows the company’s acquisition of J.E. McAmis, Inc. and its affiliate JEM Marine Leasing LLC on Febru ...

Conference Call to be held Wednesday, March 4, 2026, at 9:00 a.m. Central TimeHOUSTON, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Orion Group Holdings, Inc. (NYSE: ORN), a leading specialty construction company, today announced that it will issue its fourth quarter and full year 2025 financial results after the close of the stock market on Tuesday, March 3, 2026. A conference call and audio webcast with analysts and investors will be held the next day, Wednesday, March 4, 2026, at 10:00 a.m. Eastern Time/9:00 a.m. C ...

Core Insights - HEALWELL AI Inc. is making significant strides in integrating its AI capabilities and software platforms, focusing on preventative care and enhancing its SaaS offerings [1][2][8] Integration and Commercial Progress - The company has successfully unified its Khure and Pentavere AI capabilities into a single AI engine powered by DARWEN™, which has improved operational and commercial scale [2][12] - HEALWELL is leveraging Orion Health's global sales distribution network to create new upsell and cross-sell opportunities, enhancing its commercial pipeline as it enters 2026 [2][4] Market Acceptance and Product Development - HEALWELL's AI-enhanced software platforms, including the next-generation Amadeus AI, are gaining traction in markets across Canada, the United States, Europe, and the Middle East [3][12] - The DARWEN™ AI platform continues to expand its disease-state coverage and has received recognition, including the Prix Galien award [5][12] Scientific Validation and Strategic Focus - The company is strengthening its credibility in applied healthcare AI through scientific publications and clinical collaborations, with four publications accepted in the fourth quarter of 2025 [6][12] - HEALWELL is actively pursuing portfolio simplification and evaluating strategic investments, including a $2 million investment in xAI, now part of SpaceX [7][12] Long-term Strategy - The company aims to position itself as a global AI and data science partner for life sciences companies and health systems, capitalizing on structural healthcare tailwinds [8][9]

Core Viewpoint - Orion Marine Group (ORN) has experienced significant stock performance, with a 35.4% increase over the past month and a 43.9% rise since the beginning of the year, outperforming both the Zacks Construction sector and the Zacks Building Products - Heavy Construction industry [1]. Financial Performance - The company has consistently exceeded earnings expectations, reporting an EPS of $0.09 against a consensus estimate of $0.06 in its latest earnings report on October 28, 2025 [2]. - For the current fiscal year, Orion Marine is projected to achieve earnings of $0.35 per share on revenues of $848.09 million, with a year-over-year earnings growth of 66.67%. For the next fiscal year, earnings are expected to rise to $0.70 per share on revenues of $900.13 million, reflecting a 6.14% increase [3]. Valuation Metrics - Orion Marine's stock trades at a valuation of 40.9 times the current fiscal year EPS estimates, which is above the peer industry average of 27.7 times. On a trailing cash flow basis, it trades at 13.9 times compared to the peer group's average of 26.2 times [7]. - The company holds a Value Score of B, with Growth and Momentum Scores of A, resulting in a combined VGM Score of A [6]. Zacks Rank - Orion Marine currently has a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [8]. - The stock aligns with the recommendation for investors to select stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, indicating potential for further price appreciation in the near term [9].

Core Viewpoint - Orion Group has acquired J.E. McAmis and JEM Marine Leasing for $60 million, aiming to enhance its marine construction capabilities and capitalize on significant market opportunities in the marine sector [4][7]. Company Overview - McAmis has over five decades of experience in marine solutions, focusing on projects such as jetty and breakwater construction, dredging, and environmental restoration, primarily in Washington and Oregon [2]. - The majority of McAmis' work, estimated at over 80%, is with the U.S. Army Corps of Engineers [1]. Acquisition Details - The acquisition is Orion's first since 2017 and is part of its strategy to become a leading marine construction contractor [3]. - The total consideration for the acquisition is $60 million, comprising approximately $46 million in cash, a $12 million subordinated note, and $2 million in equity [7][20]. - The deal is expected to be accretive while maintaining leverage around one turn, focusing on revenue and capability growth rather than overhead cost synergies [5][13]. Financial Profile - McAmis has a historical revenue run-rate of approximately $38–40 million, with EBITDA margins consistently above 20% [6][10]. - At the time of closing, McAmis had a backlog of about $24 million, which is expected to represent 60% to 65% of its annual revenue [9]. Growth Opportunities - McAmis has an incremental opportunity pipeline exceeding $1.4 billion, primarily consisting of Pacific Northwest projects, with a typical project duration of two to three years [8]. - The acquisition adds specialized equipment and real estate valued at over $34 million, enhancing Orion's operational capabilities [5][16]. Integration and Future Outlook - Orion emphasizes cultural alignment and operational fit in the integration process, with McAmis leadership joining Orion's team [14]. - The company plans to provide consolidated guidance for 2026, including McAmis, in its upcoming financial report [17].

Core Viewpoint - Orion S.A. is actively engaging with investors by participating in upcoming investor conferences, indicating a focus on investor relations and market presence [1]. Group 1: Conference Participation - Orion S.A. will attend the New York Stock Exchange (NYSE) Investor Access Day Series (Virtual) focused on the Materials Sector on March 5 [1]. - The company will also participate in Loop Capital Markets' 7th Annual Investor Conference (Virtual) on March 9 [1]. - Key executives attending these events include CEO Corning Painter and CFO Jon Puckett, highlighting the company's commitment to investor engagement [1].

Core Viewpoint - Orion is acquiring J.E. McAmis and JEM Marine Leasing, which is expected to enhance its operational capabilities and market position [2]. Group 1: Acquisition Details - The acquisition of J.E. McAmis and JEM Marine Leasing is a strategic move for Orion, aimed at expanding its service offerings and market reach [2]. - The management team, including the CEO and CFO, is actively involved in discussing the implications of this acquisition during the conference call [3]. Group 2: Financial Outlook - The presentation includes forward-looking statements regarding the financial impact of the acquisition, indicating that actual results may differ from these projections [4][5].

Summary of Orion Acquisition Conference Call Company and Industry Overview - **Company**: Orion Acquisition of J.E. McAmis and JEM Marine Leasing - **Industry**: Marine construction and heavy civil contracting Key Points and Arguments 1. **Acquisition Announcement**: Orion has acquired J.E. McAmis, a specialized heavy civil contractor, enhancing its capabilities in marine construction [2][4] 2. **Strategic Fit**: The acquisition is seen as a strategic move to strengthen Orion's position in the marine construction sector, particularly in the Pacific Northwest [4][13] 3. **Financial Highlights**: - Purchase consideration is $60 million, including $46 million in cash, a $12 million subordinated promissory note, and $2 million in common equity [10] - McAmis has a historical revenue run rate of $40 million with EBITDA margins consistently above 20% [11] - McAmis has a backlog of $24 million and a pipeline of opportunities worth over $1.4 billion [29][15] 4. **Operational Strengths**: McAmis is recognized for its safety record, on-time performance, and strong relationships with federal clients, particularly the U.S. Department of Defense and U.S. Army Corps of Engineers [5][39] 5. **Growth Opportunities**: The acquisition is expected to provide access to new projects and markets, particularly in environmental restoration and coastal protection, aligning with increasing federal investments in infrastructure [8][78] 6. **Cultural Alignment**: The leadership of McAmis is seen as a good cultural fit with Orion, which is crucial for successful integration [9][34] 7. **Integration Strategy**: The integration will focus on leveraging McAmis' expertise across Orion's existing operations, particularly in expanding geographic reach [41][56] 8. **Future M&A Strategy**: Orion plans to continue evaluating acquisition opportunities that align with its strategic goals, emphasizing cultural fit and operational synergies [44][80] Additional Important Content 1. **Equipment and Fleet**: McAmis brings specialized marine equipment valued at over $34 million, enhancing Orion's operational capabilities [5][17] 2. **Project Examples**: McAmis recently completed a $170 million project on the Columbia River, showcasing its ability to handle complex marine construction projects [7] 3. **Federal Work Dependency**: Over 80% of McAmis' revenue comes from projects with the Army Corps of Engineers, indicating a strong reliance on federal contracts [39] 4. **Contingent Consideration**: The acquisition includes performance-based incentives for McAmis' management, ensuring alignment with Orion's growth objectives [54][65] This summary encapsulates the key aspects of the conference call, highlighting the strategic importance of the acquisition and its implications for Orion's future growth and operational capabilities.