Core Insights - BlackSky Technology, Inc. (NYSE: BKSY) reported revenue of $35.2 million, adjusted EBITDA of $8.8 million, and EPS of ($0.02), which fell short of consensus estimates [1][7] Financial Performance - Revenue from Imagery and Software Analytical Services decreased to $14.5 million, representing a 17% year-over-year decline, attributed to EOCL-related budget uncertainty [1] - Mission Solutions revenue increased significantly to $9.5 million from $1.0 million last year, driven by a new international Gen-3 contract and milestone deliveries [1] - Professional and Engineering Services revenue slightly decreased to $11.2 million from $11.9 million year-over-year due to project timing [1] - Adjusted EBITDA rose to $8.8 million from $7.4 million, supported by higher revenue and cost discipline, while gross margin improved to 72.6% from 65.3% in the previous year [1][7] Backlog and Future Outlook - The company secured over $240 million in new awards, increasing its backlog to $345 million, primarily from international Gen-3 contracts [7] - FY26 guidance indicates ongoing investment in scaling capacity [7]

TriMas (NasdaqGS:TRS) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsPaul Swart - CFOSherry Lauderback - VP of Investor RelationsThomas Snyder - President and CEOConference Call ParticipantsHamed Khorsand - Founder and AnalystKen Newman - Vice President and Equity Research AnalystOperatorLadies and gentlemen, good morning, welcome to the TriMas Corporation fourth quarter and full year 2025 earnings conference call. At this time, all participants are in listen-only mode. A brief ques ...

AngloGold Ashanti (NYSE:AU) Q4 2025 Earnings call February 20, 2026 08:00 AM ET Company ParticipantsAdrian Hammond - Executive DirectorAlberto Calderon - CEOGillian Doran - CFOJosh Wolfson - Managing DirectorMarcelo Godoy - Chief Technology OfficerPatrick Jones - Executive DirectorStewart Bailey - SVP of Investor RelationsTerry Briggs - Chief Development OfficerConference Call ParticipantsJoseph Rieger - AnalystRene Hochreiter - Equity Research AnalystTanya Jakusconek - Equity AnalystOperatorGood afternoon, ...

TrueBlue, Inc. Q4 2025 Earnings Call Summary - Moby Strategic Realignment and Market Expansion Transitioned to a territory-based operating model in on-demand staffing to increase sales capacity and enable more localized client engagement. Leveraged a new strategic partnership with a group purchasing organization to unlock approximately $15,000,000 in annualized new business wins. Capitalized on structural labor shortages in the energy sector, driving 60% revenue growth in that vertical through speci ...

Core Insights - The company delivered a 2025 core EPS of $2.55, achieving the top of the guidance range due to new base rates, formula rate investments, and a 3% increase in residential demand [1] - A $36 billion five-year capital program was launched, representing a 30% increase over the previous plan, aimed at driving a 10% rate base CAGR through 2030 [1] - The company prioritized transmission infrastructure, allocating $19 billion to address aging assets, with 70% of lines expected to reach end-of-life within a decade [1] - A credit rating upgrade to BBB was achieved at S&P following positive regulatory outcomes in Ohio and an improved financial foundation [1] - The company maintained strict cost discipline, achieving over $200 million in baseline O&M savings since 2022 to mitigate the impact of capital investments on customer bills [1] - A 10% improvement in distribution reliability metrics was leveraged, particularly in New Jersey and Pennsylvania, validating the effectiveness of commission-approved investment programs [1]

Chevron vs ConocoPhillips: Which Is the Better Buy as Energy Sector Crushes the Market? - 24/7 Wall St. [S&P 5006,807.60 -0.48%][Dow Jones49,462.60 -0.16%][Nasdaq 10024,522.20 -0.63%][Russell 20002,633.16 -0.22%][FTSE 10010,509.20 +0.38%][Nikkei 22556,638.00 -0.24%][Investing]# Chevron vs ConocoPhillips: Which Is the Better Buy as Energy Sector Crushes the Market?### Quick ReadChevron (CVX) beat Q4 earnings with 12% production growth from Hess acquisition. ConocoPhillips (COP) missed estimates as net income ...

Core Insights - The February reporting season in Australia is underway, with major ASX-listed companies expected to report earnings that meet or exceed expectations, particularly in the financial sector [1][2][4] Financial Sector Performance - The financial sector is pivotal in shaping market sentiment, with the Commonwealth Bank's strong results setting a positive tone for the season [2][3] - ANZ Group reported a cash profit of $1.9 billion for Q1, with group revenue at $5.7 billion and a net interest margin increase of 3 basis points [7][9] - AMP Limited's FY25 results showed a statutory profit of $133 million, down 11.3% YoY, with a significant drop in share price following the announcement [13][16] ANZ Group Highlights - ANZ's performance was driven by effective cost management, with expenses below expectations and 60% of planned workforce reductions completed [8][10] - The bank's net interest margin improvement reflects favorable funding and pricing dynamics, consistent with trends across major banks [9] AMP Limited Highlights - AMP's overall profit was in line with expectations, but margins were softer due to strong growth in funds under management impacting average margin outcomes [14][16] - The bank's core profit declined by 10% to $55 million, influenced by higher digital investments, although net interest margins improved [18] Future Outlook - AMP provided margin targets for FY26, indicating modest pressure ahead, with limited scope for operating leverage without significant revenue changes [19][20] - The transition to new leadership at AMP raises questions about strategic direction, margin stabilization, and investment focus [21][22]

Financial Data and Key Metrics Changes - Chevron reported fourth quarter earnings of $2.8 billion or $1.39 per share, with adjusted earnings of $3 billion or $1.52 per share, reflecting a decrease of approximately $600 million from the previous quarter [8][9] - Cash flow from operations was $10.8 billion for the quarter, including a $1.7 billion drawdown in working capital [8] - Adjusted free cash flow for the year was $20 billion, which included the first loan repayment from TCO and $1.8 billion in asset sales [9] Business Line Data and Key Metrics Changes - Production reached record levels globally and in the U.S., with significant contributions from the Future Growth Project at Tengiz, which added 260,000 barrels of oil per day [3] - Adjusted upstream earnings decreased primarily due to lowered liquids prices, while adjusted downstream earnings were lower due to reduced chemicals earnings and refining volumes [9] - The downstream segment achieved the highest U.S. refinery throughput in two decades, driven by recent expansion projects and higher efficiency [3] Market Data and Key Metrics Changes - Chevron's production in Venezuela increased by over 200,000 barrels per day since 2022, with potential for further growth of up to 50% over the next 18-24 months [4][5] - Recent and upcoming project startups in Guyana, the Gulf of Mexico, and the Eastern Mediterranean are expected to increase offshore production by approximately 200,000 barrels of oil equivalent per day [11] - The company anticipates a 7%-10% year-over-year increase in production, excluding the impact of asset sales [11] Company Strategy and Development Direction - Chevron is focusing on free cash flow growth and capital discipline, with a break-even below $50 Brent [12][13] - The company aims to continue its structural cost reduction program, targeting $3 billion-$4 billion in savings by the end of 2026 [12] - Chevron is committed to leveraging its expertise in Venezuela and expanding its operations in the Eastern Mediterranean, with significant projects underway [5][6] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about entering 2026 from a position of strength, with a diversified portfolio and a strong balance sheet [7][13] - The company highlighted the importance of fiscal stability and regulatory predictability in its international operations, particularly in Venezuela and the Middle East [28][66] - Management emphasized the need to maintain capital discipline while exploring new opportunities in resource-rich countries [66] Other Important Information - Chevron's balance sheet remains strong, ending the year with a net debt coverage ratio of 1x [9] - The company announced a 4% increase in the quarterly dividend, reflecting its commitment to shareholder returns [13] Q&A Session Summary Question: TCO volumes and maintenance schedule - Management discussed the recent power distribution issue at TCO and the steps taken to resume production, emphasizing safety and efficiency [16][17][19] Question: Venezuela asset conditions and growth potential - Management provided insights into the operational stability in Venezuela and the potential for significant production growth, highlighting the importance of fiscal stability [24][26][28] Question: Opportunities in Libya and Iraq - Management acknowledged ongoing discussions in Libya and Iraq, noting improvements in fiscal terms and the potential for exploration opportunities [54][55] Question: LNG portfolio size and strategy - Management reiterated the importance of competitive returns in LNG investments and the company's current focus on U.S. offtake without significant capital deployment [56] Question: Bakken performance and cross-learning - Management expressed satisfaction with Bakken's performance and the application of best practices from other regions to enhance productivity and efficiency [88]

Revenue Performance - Union Pacific and CSX both experienced annual revenue declines of 1 percent, with Union Pacific reporting $6.1 billion and CSX $3.5 billion in operating revenue, as poor volumes offset pricing gains and higher revenues from fuel surcharges [1] - Revenue carloads at Union Pacific fell 4 percent to 2.1 million, while CSX saw a 1 percent increase in volumes to 1.6 million units [2] Net Income and Profitability - Despite the decline in volume, Union Pacific's net income increased by 5 percent to $1.8 billion, while CSX's net income decreased by 2 percent to $720 million [2] Operational Challenges - Both railroads are recovering from disruptions caused by Winter Storm Fern, with Union Pacific expecting full recovery by Thursday and areas in southern states like Texas, Louisiana, and Arkansas being 70 percent recovered [3] - CSX is actively working to restore operations, with some terminals and corridors operating at reduced capacity due to road conditions and crew availability, although all intermodal terminals have reopened [4] Future Outlook - Looking ahead to 2026, both Union Pacific and CSX anticipate a year focused on execution and cost discipline rather than a significant rebound in freight volumes [5] - Union Pacific is targeting mid-single-digit earnings-per-share (EPS) growth off its 2025 base, with a three-year annual growth target of high-single-digit to low-double-digit EPS growth through 2027, alongside planned capital expenditures of $3.3 billion next year [6] - Margin expansion for Union Pacific may not primarily come from rate increases, as rail inflation is expected to rise by 4 percent in 2026; instead, the focus will be on productivity gains such as improved asset utilization and workforce efficiency [7]

Core Insights - Kimberly-Clark reported fourth-quarter adjusted earnings of $1.86 per share, exceeding analyst estimates of $1.81, with revenue at $4.08 billion, slightly below the consensus of $4.09 billion and down 0.6% year over year [1] Financial Performance - Adjusted operating profit increased by 13.1% to $629 million, attributed to productivity improvements and reduced spending on marketing, research, and overhead [2] - Organic sales in the International Personal Care segment grew by 4.5%, while North America experienced 0.8% organic growth, impacted by a 3.7% decline from exiting the private-label diaper business [2] Future Outlook - For 2026, Kimberly-Clark anticipates organic sales growth to align with or slightly exceed category averages of approximately 2% [3] - Adjusted operating profit is expected to grow at a mid-to-high single-digit rate on a constant-currency basis, with adjusted earnings per share from continuing operations projected to rise at a double-digit pace [3]