We recently published an article titled 13 Best Internet of Things (IoT) Stocks to Buy Now. On February 12, Belden Inc. (NYSE:BDC) reported fourth-quarter results that exceeded expectations, with revenue of $720.12 million compared to consensus estimates of $696.97 million. Management characterized 2025 as a year of measurable progress and expanded market traction, supported by record orders and operational execution. Full-year revenue reached a record of approximately $2.7 billion, representing 10% year- ...

RTX's Pratt & Whitney broadens manufacturing capabilities with $200 million investment in Columbus, Georgia [Accessibility Statement] Skip NavigationCompany adding seventh isothermal forging press to support commercial and military programs following $70M GTF MRO expansionCOLUMBUS, Ga., Feb. 24, 2026 /PRNewswire/ -- Pratt & Whitney, an RTX (NYSE: RTX) business, is investing $200 million to expand the capabilities and footprint of its Columbus, Georgia, operations, which support commercial and military engin ...

Core Insights - Century Aluminum has made significant progress on its proposed Oklahoma smelter, partnering with Emirates Global Aluminium (EGA) to create the first new U.S. smelter in nearly 50 years, with EGA holding a 60% stake and Century 40% [2][6] - The Oklahoma smelter is expected to utilize EGA's EX smelting technology, which integrates Industry 4.0 and AI applications, improving production capacity by over 20% compared to previous technologies [1][6] - The project is anticipated to benefit from a $500 million grant from the U.S. Department of Energy, with management emphasizing the need for an enabling power contract and attractive financing options to finalize the investment [2][6][7] Operational Updates - In Q4 2025, Century's shipments fell to approximately 140,000 tons due to operational disruptions, but higher LME and regional premiums resulted in an adjusted EBITDA of $171 million and adjusted net income of $128 million [4][16][17] - The company expects to ship around 630,000 tons in fiscal 2026, ramping up to 750,000 tons per year once ongoing projects are completed [4][22] - Century has seen recovery in its smelter operations, with improved performance at Grundartangi and Mt. Holly, despite challenges from Hurricane Melissa and electrical grid issues in Jamaica [11][12] Financial Performance - Century reported net sales of $634 million in Q4, a slight increase from the previous quarter, driven by higher pricing despite lower shipment volumes [16][17] - The company ended the quarter with $134 million in cash and reduced net debt to $421 million following a senior notes refinancing [18] - For Q1 2026, Century projects adjusted EBITDA between $215 million and $235 million, with expectations of higher pricing offsetting some operational headwinds [20][21] Strategic Initiatives - Century completed the sale of its Hawesville site for $200 million, retaining a 6.8% stake in a planned data center, which is expected to create jobs and support local economic development [5][8][10] - The company is also pursuing the installation of a new on-site power generation turbine at Jamalco to improve cost efficiency and reduce reliance on the Jamaican electrical grid [13] - Management is focused on securing financing options beyond the DOE grant to support the Oklahoma smelter project and other growth initiatives [7][10]

Financial Data and Key Metrics Changes - In Q4, consolidated shipments totaled approximately 140,000 tons, a decrease from the prior quarter due to the line loss in Iceland [18] - Net sales for the quarter were $634 million, a $2 million increase sequentially, primarily due to higher realized LME and Midwest Premium, partially offset by lower shipments [18] - Net income was reported at $1.8 million or $0.02 per share, with adjusted net income at $128 million or $1.25 per share, excluding exceptional items [19] - Adjusted EBITDA for Q4 was $171 million, an increase of $70 million from the previous quarter, driven by higher LME and regional premiums [19][20] Business Line Data and Key Metrics Changes - Operational performance at Mt. Holly improved, contributing to increased volume and lower operating costs, which improved Adjusted EBITDA by $10 million [22] - Grundartangi smelter is expected to return to close to full production by the end of July, with repairs to damaged transformers allowing for an earlier restart than anticipated [12][13] Market Data and Key Metrics Changes - Aluminum prices rose to a four-year high of $3,325 in January, with spot prices around $3,100 [14] - The Midwest premium climbed to $1.04 per pound, while the European Duty Paid Premium reached approximately $365 per ton [16] Company Strategy and Development Direction - The company is focused on expanding U.S. aluminum production, with significant investments planned for the Mt. Holly and Oklahoma smelter projects [4][5] - The Oklahoma Smelter project, in partnership with EGA, aims to utilize state-of-the-art EX smelting technology, expected to improve production capacity by over 20% [6][7] - The redevelopment of the Hawesville site into a digital infrastructure campus is expected to create job opportunities and generate significant cash flow for the company [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in strong demand conditions and the potential for significant global aluminum deficits in 2026, which could benefit the company [33] - The completion of the TG-4 power turbine at Jamalco is expected to lower energy costs and improve the overall cost structure [35] - The company anticipates generating significant cash flow from operations, which will support capital allocation strategies, including potential shareholder returns [67] Other Important Information - The company received a $200 million cash payment from the sale of the Hawesville site and retains a 6.8% interest in the new data center [26] - Insurance coverage for business interruption losses in Iceland has been confirmed, with expected reimbursements of approximately $40 million in Q1 [23][24] Q&A Session Summary Question: Clarification on Q1 guidance and EBITDA recognition from Grundartangi - Management confirmed that the Q1 guidance includes the EBITDA loss margin from Grundartangi [37] Question: Earnings power in varying price environments and capital allocation - Management provided insights on potential earnings power based on current and future price environments, indicating a significant uplift in revenue from current spot prices [39][40] Question: Progress on energy contracts for the Oklahoma project - Management is finalizing the power contract with EGA and PSO, emphasizing the importance of an attractive energy contract for project returns [44][46] Question: Next milestones for the new smelter - Key milestones include finalizing the power contract, completing engineering work with Bechtel, and making a final investment decision by Q4 [50] Question: Capacity utilization expectations for Grundartangi - Until line two is operational, Grundartangi is expected to produce about one-third of its normal volume [58] Question: Use of proceeds from the Hawesville sale - Management indicated that the stake in the data center provides liquidity options, but significant cash flow from operations should cover financing needs for the new smelter [60][62]

Financial Data and Key Metrics Changes - In Q4, consolidated shipments totaled approximately 140,000 tons, a decrease from the prior quarter due to line loss in Iceland [18] - Net sales for the quarter were $634 million, a $2 million increase sequentially, primarily due to higher realized LME and Midwest Premium, partially offset by lower shipments [18] - Net income was reported at $1.8 million or $0.02 per share, while adjusted net income was $128 million or $1.25 per share, excluding exceptional items [19] - Adjusted EBITDA for the quarter increased by $70 million to $171 million, driven by higher LME and regional premiums, improved operating expenses, and increased volume at Mt. Holly [19][20] Business Line Data and Key Metrics Changes - Grundartangi smelter is expected to return to full production by the end of July, with Line 2 restarting sooner than anticipated due to repairs on damaged transformers [12][13] - Mt. Holly is projected to increase U.S. aluminum production by nearly 10% in 2026, with preparations for restarting production on track [33] - Jamalco is nearing completion of a major capital improvement project with the installation of a new on-site power generation turbine, expected to lower operating costs significantly [11] Market Data and Key Metrics Changes - Aluminum prices rose to a four-year high of $3,325 in January, with spot prices currently around $3,100 [14] - The Midwest premium has climbed to $1.04 per pound, while the European Duty Paid Premium is approximately $365 per ton [16] - Global deficits of aluminum units are projected for 2026, leading to further contraction of global inventories [15] Company Strategy and Development Direction - The company is focused on expanding its production capabilities in the U.S., with significant investments planned for the Mt. Holly and Oklahoma smelter projects [4][5] - The partnership with EGA for the Oklahoma smelter aims to leverage both companies' expertise to create a state-of-the-art facility [6] - The redevelopment of the Hawesville site into a digital infrastructure campus is expected to create job opportunities and generate significant cash flow for the company [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand conditions and the unique opportunity to add production in a resource-constrained market [33] - The company anticipates a historic year in 2026, with all assets operating at full capacity and benefiting from high aluminum prices [35] - Management highlighted the importance of finalizing power contracts for the Oklahoma project to ensure attractive returns on investment [46] Other Important Information - The company received $200 million from the sale of the Hawesville site and retains a 6.8% interest in the new data center, which is expected to provide significant returns [7][26] - Insurance coverage for business interruption losses in Iceland has been confirmed, with expected reimbursements of approximately $40 million in Q1 [23][24] Q&A Session Summary Question: Clarification on Q1 guidance and EBITDA recognition from Grundartangi - Management confirmed that the Q1 guidance includes the EBITDA that would have been recognized from Grundartangi [37] Question: Earnings power in varying price environments and capital allocation - Management provided insights on earnings sensitivity to LME and Midwest Premium changes, indicating potential uplifts in revenue [39][40] Question: Progress on energy contracts for the Oklahoma project - Management stated that they are making good progress on finalizing the power contract with EGA and the local utility [45][46] Question: Next milestones for the new smelter - Key milestones include finalizing the power contract, completing engineering work, and making a final investment decision by Q4 [50] Question: Capacity utilization expectations for Grundartangi - Until Line 2 is operational, Grundartangi is expected to produce about one-third of its normal volume [58] Question: Use of proceeds from the Hawesville sale - Management indicated that the stake in the data center provides liquidity options, but significant cash flow from operations should cover financing needs for the new smelter [61][62]

Financial Data and Key Metrics Changes - In Q4 2025, consolidated shipments totaled approximately 140,000 tons, a decrease from the prior quarter due to line loss in Iceland [18] - Net sales for the quarter were $634 million, a $2 million increase sequentially, primarily due to higher realized LME and Midwest Premium, partially offset by lower shipments [18] - Net income reported was $1.8 million or $0.02 per share, with adjusted net income at $128 million or $1.25 per share, excluding exceptional items [19] - Adjusted EBITDA for Q4 increased by $70 million to $171 million, driven by higher LME and regional premiums, as well as improved operating expenses [19][20] Business Line Data and Key Metrics Changes - Performance at Grundartangi improved with a quicker restoration of stability following the outage of Potline 2, while Mt. Holly returned to expected strong performance [9] - Jamalco faced challenges due to Hurricane Melissa but is nearing completion of a major capital improvement project with the installation of a new on-site power generation turbine [11] - Grundartangi's Line 2 is expected to restart by the end of April, about six months sooner than originally anticipated, allowing for a return to close to full production by the end of July [13] Market Data and Key Metrics Changes - Aluminum prices rose to a four-year high of $3,325 in January, with spot prices around $3,100 [14] - The Midwest premium increased to $1.04 per pound, while the European premium rose to $365 per ton [16] - Global deficits of aluminum units are projected for 2026, leading to further contraction of global inventories [15] Company Strategy and Development Direction - Century Aluminum is focused on expanding U.S. aluminum production, with significant investments planned for the Mt. Holly and Oklahoma smelter projects [4][5] - The Oklahoma Smelter project, in partnership with EGA, aims to integrate advanced smelting technology and is expected to improve production capacity by over 20% [6] - The company is also redeveloping the Hawesville site into a digital infrastructure campus, which will support job creation and provide a cash inflow of $200 million [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand conditions and the unique opportunity to add production in a market facing shortages [33] - The completion of the TG-4 power turbine at Jamalco is expected to lower energy costs and improve the overall cost structure [35] - The company anticipates a historic year in 2026, with all assets operating at full capacity and benefiting from high spot aluminum prices [35] Other Important Information - The company ended Q4 with a cash balance of $134 million and reduced net debt to $421 million [19][24] - Insurance coverage for business interruption losses in Iceland has been confirmed, with expected reimbursements of approximately $40 million in Q1 [23][24] - Capital expenditures for 2026 are expected to be in the range of $115 million to $125 million, focusing on sustaining and investment projects [31] Q&A Session Summary Question: Clarification on Q1 guidance and EBITDA recognition from Grundartangi - Management confirmed that the Q1 guidance includes the EBITDA that would have been recognized from Grundartangi [38] Question: Earnings power in varying price environments and capital allocation - Management provided insights on earnings sensitivity to LME and Midwest Premium changes, indicating potential uplifts in revenue [40][41] Question: Progress on energy contracts for the Oklahoma project - Management stated they are finalizing the power contract with EGA and PSO, emphasizing the importance of an attractive energy contract for investment returns [45][46] Question: Next milestones for the new smelter and financing options - Key milestones include finalizing the power contract and completing engineering work, with various financing options being explored [51][52] Question: Capacity utilization expectations for Grundartangi in H1 2026 - Management indicated that until Line 2 is operational, Grundartangi will produce about a third of its normal volume, with full production expected by August [60] Question: Use of the put option on the Hawesville data center ownership - Management sees the put option as a liquidity option but expects significant cash flow from regular operations to cover financing needs for the new smelter [62][63]

As filed with the U.S. Securities and Exchange Commission on February 18, 2026. Registration No. 333-[_] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________ FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _________________________ NewHold Investment Corp IV (Exact name of registrant as specified in its charter) _________________________ Cayman Islands 6770 N/A (State or other jurisdiction of incorporation or organization) (Primary Standard Indus ...

Core Insights - Samsara Inc. (IOT) shares have decreased by 57.1% over the past year, significantly underperforming the Zacks Internet - Software industry's decline of 20.1% and the Zacks Computer and Technology sector's return of 18.1% [1] - Despite the decline in share price, Samsara is trading at a premium valuation with a forward price-to-sales ratio of 7.81, compared to the industry's 3.87, and holds a Zacks Value Score of F [4] Company Performance - Samsara has gained from the adoption of its Connected AI Platform, adding 133 new customers with annual recurring revenue (ARR) exceeding $100K, totaling 2,771 in Q2 FY26 [8] - The company ended Q2 FY26 with over 147 customers contributing $1 million in ARR [9] - Samsara is positioned to benefit from the global shift towards Industry 4.0, integrating digital technologies into manufacturing, industrial, and transport processes [9] Market Dynamics - The fleet management market, where Samsara operates, is projected to grow at a CAGR of 13.3% from 2025 to 2030 [10] - Samsara is enhancing its platform capabilities by integrating artificial intelligence, including features like Samsara Assistant and Samsara Intelligent Experiences [11] - The company processes over 20 trillion operational data points to improve its AI models, which helps in delivering accurate predictions and reducing customer churn [12] Competitive Landscape - Samsara faces strong competition in the vehicle telematics market from companies like Motive, Lytx, Verizon, Trimble, and Geotab, as well as in the industrial IoT space from PTC [13] - Despite a robust non-GAAP gross margin of 78% in Q2 FY26, the non-GAAP operating margin was only 19%, indicating pressure from rising competition [15] - The Zacks Consensus Estimate for Samsara's Q3 FY26 earnings suggests an 18.8% growth, with net margins expected to hover around breakeven [15] Strategic Outlook - The video telematics market remains underpenetrated, presenting an opportunity for Samsara to capture significant market share despite competition from Trimble and Verizon [16] - The company has recently turned profitable, validating its business strategy, and is recommended to be held as a Zacks Rank 3 (Hold) stock [17]

EARNINGS RESULTS Q4 2025 February 2026 Forward-Looking Statements Our commentary and responses to your questions may contain forward-looking statements, including our outlook for the first quarter of 2026 and beyond. Forward-looking statements include projections of sales, earnings, general economic conditions, market conditions, working capital, market shares, free cash flow, pricing levels, and effective tax rates. Belden disclaims any obligation to update any such statements to reflect later developments ...

Group 1 - Lectra's Q4 and full year 2025 financial report is now available for shareholders, in compliance with regulatory requirements [1] - The report can be accessed on Lectra's website or requested at the company's headquarters in Paris [1] Group 2 - Founded in 1973, Lectra specializes in industrial intelligence technology solutions, combining SaaS software, cutting equipment, data, and associated services for the fashion, automotive, and furniture industries [2] - In 2025, Lectra reported revenues of €507 million, with €89 million coming from SaaS revenues [2] - The company operates in over 100 countries, with production sites in France, China, and the United States, and employs 2,800 people [2] - Lectra is listed on Euronext and included in several indices such as CAC All Shares and CAC Technology [2]