HOUSTON, Feb. 27, 2026 (GLOBE NEWSWIRE) -- Chart Industries, Inc. (NYSE: GTLS) today reported results for the fourth quarter and full year ended December 31, 2025. Full year 2025 compared to full year 2024: Orders of $5.68 billion increased 13.4%; full year 2025 book-to-bill of 1.33Sales of $4.26 billion increased 2.5%; sales increased 4.1% excluding a large lifecycle project and a large aftermarket equipment sale in 2024, which did not repeat in 2025Reported operating income of $358.4 million (8.4% of sale ...

Cactus (NYSE:WHD) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsAlan Boyd - Treasurer and Director of Corporate Development and Investor RelationsJay Nutt - EVP, CFO, and TreasurerJeff LeBlanc - Director of Equity ResearchScott Bender - Chairman and CEOSteven Gengaro - Managing DirectorConference Call ParticipantsDerek Podhaizer - Director and Senior Research AnalystDon Crist - Research AnalystScott Gruber - Managing Director and Senior Research AnalystOperatorThank you for standin ...

Financial Data and Key Metrics Changes - Total Q4 revenues were $261 million, down 1% sequentially, while Adjusted EBITDA was $85 million, a decrease of 1.7% sequentially [6][8] - GAAP net income for Q4 was $48 million compared to $50 million in Q3, primarily due to lower operating income and a loss from the revaluation of the TRA [9] - Adjusted net income for Q4 was $52 million, or $0.65 per share, down from $54 million and $0.67 in Q3 [10] Business Line Data and Key Metrics Changes - Pressure Control segment revenues increased by 5.8% sequentially to $178 million, driven by higher product sales per rig and improved rental revenues [6][7] - Spoolable Technologies segment revenues declined by 11.6% sequentially to $84 million due to lower U.S. customer activity in the seasonally slow quarter [7][8] - Adjusted segment EBITDA for Pressure Control increased by 7.2% sequentially, while Spoolable Technologies saw a decrease of 13.6% [6][7] Market Data and Key Metrics Changes - The U.S. Pressure Control business is performing at its highest level since the company's inception, indicating strong market positioning [7] - International sales are expected to contribute approximately $130 million to Pressure Control in Q1, reflecting stable drilling and completion activity in North America [14] Company Strategy and Development Direction - The company closed the acquisition of Baker Hughes' surface pressure control business, referred to as Cactus International, which is expected to enhance operational capabilities and market share [5][17] - The company aims to achieve $10 million in annualized synergies within one year of the transaction close, with further supply chain savings anticipated in 2027 [17][18] - The focus will be on leveraging U.S. expertise to improve operations in the Middle East, where the company sees significant growth opportunities [17][41] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, despite a soft near-term outlook for domestic and international markets, emphasizing a focus on fundamentals and customer-centric culture [20][21] - The company anticipates increased order activity in the second half of 2026 and into 2027, particularly in the Middle East [16][36] Other Important Information - The company ended Q4 with a cash balance of $495 million, including $371 million held in escrow for the acquisition [10] - Adjusted corporate EBITDA is expected to be a charge of approximately $5 million in Q1, excluding stock-based compensation [19] Q&A Session Summary Question: Guidance on margin progression for Cactus International - Management indicated that meaningful supply chain savings are expected, but margin enhancements will likely not be seen until 2027 due to order placements [27] Question: U.S. activity outlook based on rig count - Management provided insights that the U.S. rig count may stabilize around 490, with concerns about geopolitical factors affecting prices [30] Question: Growth prospects for the International Segment - Management expressed optimism for growth in the Middle East, particularly in Saudi Arabia, with expectations for improved market share and revenue from sub-Saharan Africa [36][41] Question: Aftermarket services impact on Cactus International - Management highlighted significant opportunities in aftermarket services, particularly in regions previously ignored, which could enhance margins [46] Question: API certification in Vietnam and margin impact - Management confirmed that moving production to Vietnam is expected to lower costs significantly due to tariff differentials, enhancing margins once certification is complete [65][69]

It has been about a month since the last earnings report for Baker Hughes (BKR) . Shares have added about 13.1% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Baker Hughes due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.Baker Hughes Q4 ...

Baker Hughes to provide 25 BRUSH™ Power Generation DAX 7 generators to complement Boom’s 42-megawatt Superpower aeroderivative turbinesCombined power equipment will support Boom’s 1.21-gigawatt commitment to Crusoe for critical AI data center infrastructure HOUSTON and LONDON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Tuesday an award to supply 25 BRUSH™ Power Generation electric generators, along with Automatic Voltage Regulators (AVRs) and cubicl ...

What happened According to a Securities and Exchange Commission (SEC) filing dated Feb. 17, 2026, Ananym Capital Management, LP, liquidated its entire holding of 795,411 shares in Six Flags Entertainment (NYSE:FUN). The estimated transaction value for the sale was $18.07 million based on the quarterly average share price. The quarter-end value of the stake was reduced by $18.07 million, capturing both the sale and any price drift during the period. What else to know Ananym Capital fully sold out of Six ...

Core Insights - Ananym Capital Management increased its stake in LKQ by 361,902 shares, amounting to approximately $10.91 million during Q4 2025, resulting in a total position value increase of $10.68 million [1] - LKQ now represents 13.79% of Ananym's reportable assets under management [2] - As of February 17, 2026, LKQ shares were priced at $32.51, reflecting a 14.9% decline over the past year, underperforming the S&P 500 by 29 percentage points [3] Company Overview - LKQ is a leading global distributor of automotive replacement parts, with a strong presence in North America and Europe, providing comprehensive solutions for vehicle repair and maintenance [5] - The company has a market capitalization of $8.40 billion, with a trailing twelve months (TTM) revenue of $13.96 billion and a net income of $697 million [4] Investment Implications - Ananym Capital's recent purchase of LKQ shares indicates a potential buy-the-dip strategy, as the firm had previously sold over half its shares after an initial investment in Q4 2024 [9] - The ongoing shift towards autonomous vehicles (AVs) poses questions for LKQ's operations, although the impact on the company's business model and the broader auto parts supply chain remains uncertain [10]

Escalation of geopolitical risk in the Middle East has added a risk premium to crude oil, supporting prices. The Wall Street Journal said last Wednesday that the US has discussed seizing tankers carrying Iranian oil. Also, the US is sending a second aircraft carrier strike group to the Middle East to prepare for military action should nuclear talks with Iran fail. The US Department of Transportation recently issued a maritime advisory stating that American-flagged ships should stay as far as possible from I ...

Core Insights - Vallourec and Baker Hughes have signed a Memorandum of Understanding (MOU) to advance hydrogen storage solutions for the green hydrogen market [1][2] - The collaboration aims to enhance long-term cooperation across the industrial green hydrogen value chain, including applications in green ammonia, sustainable fuels, and green steel manufacturing [2][4] Company Overview - Vallourec is a leader in premium seamless tubular solutions, with a focus on energy markets and demanding industrial applications [5] - The company employs nearly 13,000 people across more than 20 countries, emphasizing innovation and safety in its tubular solutions [5] Technology and Solutions - Vallourec's Delphy solution is a market-ready underground hydrogen storage system capable of storing up to 100 tons of green hydrogen gas [3] - The Delphy solution is designed for high-pressure performance with minimal surface footprint and has received certifications from Bureau Veritas and DNV [3] Strategic Importance - The partnership with Baker Hughes, known for its expertise in compression technology, is a strategic move for Vallourec to strengthen its position in the green hydrogen value chain [4] - This collaboration is expected to optimize compression-storage configurations and improve operational efficiencies, ultimately reducing costs for customers [2][4]

Group 1 - Baker Hughes Company (BKR) has secured an order to supply 10 Frame 5 gas turbines and associated generator technology for U.S. data center projects by Twenty20 Energy, with initial deliveries starting in 2027, capable of generating up to 250 MW of power for sites in Georgia and Texas [1][7] - This transaction signifies a long-term partnership between Baker Hughes and Twenty20 Energy, aimed at providing reliable and cleaner energy to meet the increasing power demands of AI and data centers across the United States [2] - The demand for BKR's gas turbine technology is surging, driven by the expansion of AI, cloud computing, and digital infrastructure, which is expected to enhance cash flows and investor appeal in the future [3] Group 2 - The growing demand for data centers and the global shift towards cleaner energy are anticipated to increase spending on companies supplying power-generation equipment or cleaner fuels for data centers in the coming years [4] - Exxon Mobil Corporation (XOM) and Chevron Corporation (CVX) are highlighted as leading integrated giants involved in producing low-carbon intensity power and renewable fuels to meet the rising demand from data centers [5] - Linde plc (LIN) is recognized for its position as a leading hydrogen supplier, which, along with its involvement in emerging clean fuels and extensive pipeline network, enables reliable hydrogen delivery at scale [6]