The U.S. and Israel attacked Iran on Saturday, putting a key regional source of the world's crude oil at risk and raising talk of a return to $100-a-barrel oil prices. ...

New York, New York--(Newsfile Corp. - February 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Ultragenyx Pharmaceutical Inc. (NASDAQ: RARE) between August 3, 2023 and December 26, 2025, inclusive (the "Class Period"), of the important April 6, 2026 lead plaintiff deadline. SO WHAT: If you purchased Ultragenyx common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a conting ...

Core Insights - Ormat Technologies reported a strong performance in 2025, with significant revenue growth and improved adjusted EBITDA, driven by advancements in energy storage and product segments [7][6]. Financial Performance - Adjusted EBITDA for 2025 increased by 5.7% to $582.0 million, with fourth-quarter adjusted EBITDA rising 9.1% to $158.7 million, primarily due to higher contributions from energy storage and improved product segment performance [1]. - Total revenue for 2025 rose 12.5% year-over-year to $989.6 million, with fourth-quarter revenue increasing 19.6% to $276.0 million, attributed to strength in product and energy storage segments [5]. - Adjusted net income for the fourth quarter was $41.8 million ($0.67 per diluted share) and $137.3 million ($2.24 per diluted share) for the full year [2]. Segment Performance - The electricity segment saw fourth-quarter revenue rise 3.6% to $186.6 million, but full-year revenue declined 1.2% to $693.9 million due to curtailments and reduced generation at Puna [8]. - The product segment experienced substantial growth, with fourth-quarter revenue increasing 59.1% to $63.1 million and full-year revenue up 55.2% to $216.7 million [9]. - The energy storage segment reported remarkable growth, with fourth-quarter revenue up 140.5% and full-year growth of 109.3% to $79.0 million [10]. Margins and Profitability - Gross profit for 2025 was $272.7 million, consistent with the prior year, while fourth-quarter gross profit rose 7.2% to $78.8 million. However, gross margin declined year-over-year to 27.6% for the full year and 28.6% in the fourth quarter [4]. - Electricity gross margin decreased to 30.2% in the fourth quarter and 28.5% for the year, while product gross margin improved to 21.2% [11]. Capital Allocation and Future Outlook - The company monetized over $180 million in production and investment tax credits during 2025, exceeding expectations, and anticipates collecting approximately $90 million in 2026 [13]. - Ormat's board declared a quarterly dividend of $0.12 per share, with expectations for similar dividends in the next three quarters [15]. - For 2026, the company expects a strong start with first-quarter results benefiting from about $100 million of product segment revenue [15]. Development and Strategic Initiatives - Ormat secured approximately 200 MW of new power purchase agreements (PPAs) with hyperscalers and data centers, indicating potential for additional growth [12]. - The company is expanding its development pipeline, including a recent acquisition of a solar-plus-storage facility in Hawaii for $80.5 million [20]. - Ongoing efforts in enhanced geothermal systems (EGS) development are expected to yield potential revenue impacts in the coming years [22].

Core Insights - Logitech has outperformed PC unit sales by approximately 300 to 500 basis points over the last decade, driven by increased penetration of peripherals and a focus on marketing and innovation rather than direct exposure to new PC sales [1][3] Business Performance - The core peripherals business is more closely tied to the global installed base of PCs, estimated at 1.5 billion to 1.8 billion, with significant opportunities for attach rates as less than 50% of users utilize a mouse and less than 30% use an external keyboard [2][4] - Logitech aims for long-term top-line growth in the "high single-digit" range, supported by mid-single-digit growth in core categories and contributions from verticals, adjacencies, and selective M&A [3][4] Market Position - Logitech's revenue mix is currently about 40% B2B and 60% B2C, with a strategic goal to achieve a balanced 50/50 mix over time, emphasizing the importance of B2B growth [7][4] - The company has gained market share in mice and keyboards, increasing from approximately 45% a decade ago to over 50% today, with average selling prices now 50% higher than a decade ago due to premium innovation [8][4] Geographic and Product Strategy - Logitech's gaming business in China has seen over 20% growth for four consecutive quarters, driven by a "China for China" strategy that is evolving into "China for the world" as localized innovations are exported [9][10] - The company is addressing competitive threats from over 500 gaming peripheral manufacturers in China, having stabilized and begun to grow market share again [11] Supply Chain and Innovation - Logitech maintains a resilient supply chain, manufacturing in China and five other countries, with the ability to quickly shift production to manage tariffs and disruptions [12] - AI is viewed as a significant growth driver, with AI-enabled features in products like video conferencing tools and headsets already shipping globally at scale [13] Financial Position and Capital Allocation - Logitech has a strong financial position with CHF 1.5 billion in cash and no debt, focusing on organic growth, maintaining dividends, pursuing M&A, and conducting share buybacks [14] - The company is looking for M&A opportunities in gaming, video conferencing, and personal workspace, particularly in B2B verticals such as healthcare and education [14]

Chambers also emphasized safety performance under the company’s “Safer Together” framework. Owens Corning’s recordable incident rate was 0.60 in 2025, which he called industry-leading among U.S. manufacturers, and he said more than half of the company’s sites operated injury-free.Management described 2025 as increasingly challenging, citing weakening U.S. residential trends and destocking across distribution channels in the second half. Chambers highlighted a “uniquely quiet storm season” in the back half o ...

The other segment posted a larger adjusted net loss year over year, which Kaszuba said primarily reflected higher interest expense at the holding company.Water segment contributed $0.35 per share, also above the company’s expectation of $0.25–$0.30 per share, driven by new rates at its largest Arizona water and wastewater utility and incremental revenue from an acquisition late in 2024.Chief Financial Officer Ray Kaszuba reported full-year 2025 adjusted earnings per share of $2.93 , up from $2.33 in 2024. H ...

CFO Guilherme Lago introduced a new Managerial P&L and related indicators, describing the change as a structural reorganization of IFRS line items intended to “enhance comparability and better reflect economic contribution.” He emphasized that the framework does not change net income, cash flow, equity, or regulatory capital and is fully reconciled to IFRS, with a detailed reconciliation report posted to the company’s investor relations site.Engagement and monetization improved, with ARPAC (average revenue ...

Occupancy trends also improved, management said. Cramer reported year-over-year occupancy finished 2025 down 70 basis points, compared with down 140 basis points at the end of the third quarter. He added that January end-of-month occupancy was up 20 basis points year-over-year, with the improvement continuing into February.For the fourth quarter, CFO Brandon Togashi reported same-store revenue declined 0.7%, an improvement from a 2.6% decline in the third quarter. Togashi said the fourth-quarter revenue cha ...

On soda ash, Nunez said 2025 was “a very challenging time” for the global industry and that the partnership believes 2026 “will be worse.” He said international prices are currently below the cost of production for most producers and that supply rationalization is “not a question of if, but when,” while also cautioning that rebalancing could take years before prices return to historical levels.Nunez said softer global economic activity and subdued steel demand weighed on metallurgical coal pricing in 2025, ...

Core Insights - NexPoint Real Estate Finance (NREF) reported a strong performance in Q4 2025, with net income increasing year over year, while earnings available for distribution (EAD) declined compared to the prior year [6][5]. Financial Performance - NREF ended the quarter with 92 investments totaling $1.2 billion in outstanding balance [1]. - Interest income rose by $17.4 million to $89.9 million in 2025 from $72.5 million in the prior year, while interest expense decreased to $42.8 million from $44.4 million [2]. - For the full year, NREF reported net income of $2.09 per diluted share, more than double the $1.02 reported in 2024 [2]. - The company paid a regular dividend of $0.50 per share in Q4, which was 1.06 times covered by cash available for distribution (CAD) [4]. Portfolio Composition - The portfolio's sector allocation includes 28% CMBS B-Pieces, 23% preferred equity, 20% mezzanine loans, 14% revolving credit facilities, and 10% senior loans [7]. - Geographically, collateral is concentrated in Massachusetts (24%), Texas (16%), and California (7%), with a focus on life sciences in Massachusetts and California [8]. Capital Management - NREF raised $60.5 million in gross proceeds from its Series B preferred stock offering and launched its Series C preferred stock [10]. - The company had $771.2 million of debt outstanding at a 5.3% weighted average cost [11]. - During the quarter, NREF refinanced $36.5 million of unsecured notes with a new $45 million unsecured offering at 7.875% [12]. Strategic Focus - Management emphasized portfolio positioning across residential, life sciences, self-storage, and single-family rental sectors [6]. - The company expects to term out remaining unsecured notes in the first half of 2026, with $180 million of unsecured notes maturing in May [12]. - The company is focusing on recession-resilient sectors and anticipates a new lease inflection in multifamily housing in 2026 [16]. Future Guidance - For Q1 2026, NREF guided EAD of $0.35 to $0.45 per diluted share and CAD of $0.45 to $0.55 per diluted share [19]. - The company sees opportunities in single-family rental and build-to-rent sectors, with agency financing remaining available [18].