NEW YORK--(BUSINESS WIRE)--Tinicum, L.P. ("Tinicum†) today announced that one of its affiliates has signed an agreement to acquire the aerospace assets of TriMas Corporation ("TriMas Aerospace†), through which TriMas Aerospace will be merged with PennAero, a Tinicum portfolio company ("the Transaction†). Funds managed by Blackstone will be a minority investor in the Transaction. This investment reinforces PennAero's strategy of partnering with its customers to provide best-in-class engineering,. ...

Hertz Global Holdings has reported its first quarterly profit in more than two years, marking a major turnaround for the rental car company as it benefits from cost controls, a newer vehicle fleet, an... ...

Like so many regional banks, the past few months have been a bit frustrating for leading Texan player Cullen/Frost Bankers, Inc. ( CFR ). Operationally, there has arguably been very little to complain about here, with Frost delivering some welcome operating leverage andI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound ...

Key Takeaways Ball Corp. posted Q3 adjusted EPS of $1.02, matching estimates and up 12% from last year.Sales grew to $3.38B, topping forecasts, as aluminum packaging shipments rose 3.9%.North America and EMEA segments led revenue gains, driven by higher volumes and pricing.Ball Corporation (BALL) has reported third-quarter 2025 adjusted earnings per share (EPS) of $1.02, which came in line with the Zacks Consensus Estimate. The bottom line improved 12% year over year. The upside was driven by higher volumes ...

Core Insights - Sanmina Corporation (SANM) reported strong fourth-quarter fiscal 2025 results, with both revenue and net income exceeding the Zacks Consensus Estimate [1][4] Financial Performance - Net income on a GAAP basis for the quarter was $48.1 million or $0.88 per share, down from $61.4 million or $1.09 per share in the prior-year quarter, impacted by higher operating expenses and income taxes [2] - Non-GAAP net income for the quarter was $91.5 million or $1.67 per share, compared to $80.3 million or $1.43 in the prior-year quarter, surpassing the Zacks Consensus Estimate of $1.57 [2] - For the full fiscal year 2025, GAAP net income was $245.9 million or $4.46 per share, up from $222.5 million or $3.91 per share in 2024 [3] Revenue Growth - Net sales for the fourth quarter increased to $2.09 billion from $2.01 billion year-over-year, driven by growth across multiple end markets, beating the consensus estimate by $46 million [4] - For fiscal year 2025, revenues rose to $8.13 billion from $7.56 billion in 2024 [4] - The Integrated Manufacturing Solutions segment generated $1.68 billion in revenues, up 3.3% year-over-year, contributing 80.2% to total revenues, with strong sales growth in communications networks, cloud, and AI infrastructure [4] Segment Performance - Components, Products and Services revenues increased to $448 million, up 7.3% year-over-year, supported by growth in several end markets [5] - Industrial & Energy, Medical, Defense & Aerospace, and Automotive markets generated $1.247 billion in revenues, slightly down from $1.253 billion [5] - Communications Networks and Cloud Infrastructure generated $849 million, up from $765 million a year ago [5] Operational Efficiency - Non-GAAP gross profit was $196.4 million compared to $175.5 million in the year-ago quarter, driven by a favorable mix and improved operational efficiency [6] - Non-GAAP operating income totaled $126.4 million, up from $107.3 million in the prior-year period, with a non-GAAP operating margin of 6%, slightly up from 5.6% [6] Cash Flow and Liquidity - In the fourth quarter, Sanmina generated $199.1 million of net cash from operating activities, compared to $51.9 million in the previous year's quarter [10] - For the full year 2025, the company generated $620.7 million in cash, up from $340.2 million in 2024 [10] - As of September 27, 2025, Sanmina had $926.3 million in cash and cash equivalents and $282.3 million in long-term debt [10] Future Outlook - For the first quarter of fiscal 2026, revenues are projected to be in the range of $2.05 billion to $2.15 billion, with non-GAAP earnings per share expected between $1.95 and $2.25 [11]

Key Takeaways MP Materials is forecast to report Q3 revenues of $53.14M, down 15.56% year over year.Earnings are projected at a loss of $0.14 per share compared with a $0.12 loss in the prior year.Strong NdPr output may boost sales, but halted China shipments likely weighed on results.MP Materials (MP) is scheduled to announce its third-quarter 2025 results on Nov. 6, after market close.The consensus estimate for MP’s third-quarter revenues is $53.14 million, indicating a 15.56% decline from the year-ago qu ...

Perplexity AI said on Tuesday it has received a legal threat from Amazon.com demanding that the startup block the AI agent on its Comet browser from shopping on the ecommerce giant's platform on a use... ...

Like so many regional banks, the past few months have been a bit frustrating for leading Texan player Cullen/Frost Bankers, Inc. ( CFR ). Operationally, there has arguably been very little to complain about here, with Frost delivering some welcome operating leverage andI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound ...

PresentationBrian SponheimerGabelli Funds, LLC All right. Moving along -- and another -- excuse me, another pivot from a company perspective, three very different companies to start the day. AutoNation is the second largest dealership group in the U.S. with over 320 new vehicle franchises in over 240 stores. It has been one of the most remarkable capital allocation stories, at least, of that I've seen. The company has just under 37 million shares of around $200 at print last week, but $7.4 billion equity ca ...

Norwegian Cruise Line posted higher quarterly sales and raised its full-year earnings outlook but said higher bookings from families were lowering its price mix. Shares fell. ...