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Anglo American H2 Earnings Call Highlights
Yahoo Finance· 2026-02-20 16:00
Wanblad reiterated expectations for completion about 12–18 months from the announcement, putting the estimated closing window between September 2026 and March 2027. He also said a $4.5 billion special dividend is expected to be payable to Anglo American shareholders of record around completion. When asked about U.S. approvals, Wanblad said all required approvals applied for have been received, with only South Korea and China outstanding.Anglo American also described progress toward its proposed merger with ...
Arcutis After The Double: Hypergrowth Peaks, Compounding Remains
Seeking Alpha· 2026-02-20 14:14
Group 1 - The article highlights the expertise of a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1] - The analyst has a background as a former Vice President at Barclays, leading teams in model validation, stress testing, and regulatory finance, which contributes to a deep understanding of both fundamental and technical analysis [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, emphasizing macroeconomic trends, corporate earnings, and financial statement analysis [1]
SCHG's Upgrade Engine Is Losing Steam - Time To Temper Expectations
Seeking Alpha· 2026-02-19 22:43
Group 1 - The Schwab US Large-Cap Growth ETF (SCHG) was previously rated as a Hold, with performance benchmarked against VUG, indicating slower expected growth [1] - The analysis emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, focusing on macroeconomic trends and corporate earnings [1]
Gran Tierra Energy Inc. Announces Disposition of Simonette Assets
Globenewswire· 2026-02-19 21:26
Core Viewpoint - Gran Tierra Energy Inc. has entered into a purchase and sale agreement to sell its remaining working interest in the Simonette asset for a total cash consideration of C$62.5 million, effective January 1, 2026, marking the company's exit from Simonette and focusing on financial strengthening through deleveraging and capital reallocation [1] Financial Transaction - The sale of the Simonette asset will generate cash proceeds of C$62.5 million, which will be used to deleverage the company's balance sheet [1] - The transaction is expected to close in the first quarter of 2026, pending customary closing conditions [1] Strategic Focus - The divestiture aligns with Gran Tierra's strategy of portfolio optimization, emphasizing free cash flow, disciplined capital allocation, and reallocating capital towards higher-return opportunities in core operating areas [1]
Bausch Health Companies Inc. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-19 13:30
Performance in the Diversified segment improved primarily due to better net pricing realized during the fourth quarter.The acquisition of Shibo in China and DURECT's larsucosterol platform represent a strategic shift toward proactive business development to enhance long-term growth.Management attributed the 10% full-year adjusted EBITDA growth to portfolio optimization and increased operating leverage without the benefit of major acquisitions.International segment growth was supported by leading market posi ...
The Rotation I Underestimated: Why VYMI Still Has Room To Run
Seeking Alpha· 2026-02-18 22:10
I am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, com ...
Itron Shares Jump 8% on Q4 Earnings Beat, Revenues Fall Y/Y
ZACKS· 2026-02-18 16:15
Key Takeaways Itron Q4 EPS of $2.46 beat estimates; revenues of $572M topped guidance despite 7% decline.Itron launched Resiliency Solutions after Urbint, Locusview deals; sees $65-$70M 2026 revenues.ITRI gross margin rose to 40.7% as bookings hit $737M; backlog reached $4.5B.Itron Inc. (ITRI) reported non-GAAP earnings per share (EPS) of $2.46 for fourth-quarter 2025, which beat the Zacks Consensus Estimate by 12.3%. The company reported earnings of $1.35 per share in the prior-year quarter. The uptick ref ...
Marathon task at Kraft Heinz – can Steve Cahillane turn the tide?
Yahoo Finance· 2026-02-18 14:05
A bloated portfolio of brands is also a crux for Cahillane. Some would argue the stable of brands lacks appeal to Gen Z consumers and/or is left wanting in growth-driven, inspiring innovation.Kraft Heinz’s shares have lost 19% in the past 12 months. More telling, they have shaved 37% off their value in the last five years. Annual sales volumes haven’t risen since a 3.4% increase in 2020 – the results last week showed a 4.1% decline, larger than the previous year’s 3.5% drop.“Maybe a split will make sense at ...
Kite Realty Trust(KRG) - 2025 Q4 - Earnings Call Transcript
2026-02-17 17:02
Kite Realty Group Trust (NYSE:KRG) Q4 2025 Earnings call February 17, 2026 11:00 AM ET Company ParticipantsBrian McCarthy - Senior Vice President, Corporate Marketing and CommunicationsHeath Fear - EVP and CFOJohn Kite - Chairman and CEOTom McGowan - President and COOConference Call ParticipantsAlexander Goldfarb - AnalystAndrew Reale. - Vice President and AnalystCooper Clark - AnalystCraig Mailman - Managing Director and REIT AnalystFloris van Dijkum - Managing Director and Senior Research AnalystHongliang ...
HONEYWELL FILES ANNUAL REPORT ON FORM 10-K FOR FISCAL YEAR 2025
Prnewswire· 2026-02-17 11:10
HONEYWELL FILES ANNUAL REPORT ON FORM 10-K FOR FISCAL YEAR 2025 [Accessibility Statement] Skip NavigationCHARLOTTE, N.C., Feb. 17, 2026 /PRNewswire/ -- Honeywell (NASDAQ: HON) today filed its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, with the U.S. Securities and Exchange Commission.As previously disclosed in its January 29, 2026 press release announcing fourth quarter and full year 2025 earnings (the "Earnings Release"), Honeywell classified the Productivity Solutions and Servi ...