LONG BEACH, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Rocket Lab Corporation (Nasdaq: RKLB) (“Rocket Lab” or the “Company”), a global leader in launch services and space systems, today announced it has completed the acquisition of Optical Support, Inc. (OSI), a leader in the design, engineering, and manufacturing of custom, high-precision optical and optomechanical instruments. OSI’s advanced lenses and optomechanical systems are critical enablers for national security and commercial satellites, and are key ...

LSI Industries (NasdaqGS:LYTS) M&A announcement February 26, 2026 08:30 AM ET Company ParticipantsJames Clark - President and Chief Executive OfficerJames Galeese - Executive Vice President and Chief Financial OfficerJames GaleeseGood morning, ladies and gentlemen, welcome to the LSI Industries acquisition of the Royston Group conference call. All participants will be in listen-only mode. If anyone should require operator assistance during the conference, please key star and then zero on your telephone keyp ...

LightPath Technologies Investor Day Summary Company Overview - **Company Name**: LightPath Technologies (NasdaqCM: LPTH) - **Industry**: Optical Components and Infrared Optics - **History**: Established for over 40 years, initially focused on optical components, particularly molded optics technology [2][4] Core Business Transition - **Shift in Strategy**: Transitioned from a component supplier to a solutions provider, focusing on infrared optics and complete subsystems [5][6] - **Acquisition of ISP Optics**: Initiated a pivot towards infrared optics in 2016-2017, aiming to leverage molded technology for high-volume production [4] - **BlackDiamond Technology**: Exclusive licensing of advanced materials from the Naval Research Laboratory, enhancing capabilities in infrared imaging [7][10] Market Dynamics - **Geopolitical Impact**: Reduced dependency on China from 55% to less than 5% of business, positioning the company favorably amidst geopolitical tensions [9][10] - **Market Demand**: Increased demand for complete subsystems rather than individual components, driven by customers seeking integrated solutions [6] Financial Performance - **Revenue Growth**: Revenue from assemblies increased from approximately $0.5 million per quarter in 2020 to over $10 million [23][24] - **Defense Sector Revenue**: Defense now constitutes over 70% of total revenue, a significant increase from previous years [24] Growth Pillars 1. **Assemblies Business**: Targeting a market opportunity of $500 million to $1 billion, focusing on fixed focus assemblies and complex optical assemblies [27][30] 2. **Infrared Camera Systems**: Addressable market estimated between $1 billion to $1.5 billion, expanding into various applications including border security and counter-UAS [32] 3. **Large Defense Programs**: Engaging in high-value programs like NGSRI and SPEAR, with potential revenues of $50 million to $100 million per program [33][35] Product Portfolio - **Mantis Camera**: A dual-band multispectral camera, showcasing the capabilities of BlackDiamond materials [12][13] - **G5 Cameras**: Advanced long-range detection cameras, positioned as best-in-class in the market [57] - **Furnace Cameras**: Specialized cameras for industrial applications, priced between $20,000 and $30,000 each [61] Technological Advantages - **BlackDiamond Glass**: Offers a wide range of infrared materials, significantly more than competitors, allowing for diverse applications and improved performance [37][40] - **Production Scalability**: The ability to produce large volumes of molded glass lenses, contrasting with the limitations of traditional crystal optics [44] Future Outlook - **Expansion Plans**: Plans to increase production capacity and explore new applications in space optics and large diameter optics [52][54] - **Market Opportunities**: Anticipated growth in counter-UAS and defense sectors, with ongoing development of advanced camera systems [56] Conclusion - LightPath Technologies is strategically positioned to capitalize on the growing demand for infrared optics and integrated solutions, leveraging its unique technologies and market positioning to drive future growth and profitability [25][26]

Record 2025 performance was driven by a combination of higher production throughput, continued price realization, and meaningful contributions from recent acquisitions. Management attributes the 110 basis point expansion in consolidated adjusted EBITDA margins to proactive price-cost management and improved manufacturing efficiencies. The company is executing a 'build-more-parts' initiative to vertically integrate certain parts production, aiming to drive increased recurring parts revenue streams and ...

Performance was driven by a strategic shift toward the Power Solutions segment, which now accounts for approximately 70% of earnings and is projected to reach 90% as the primary growth engine. Management is executing a 'molecule to electron' strategy, integrating gas sourcing, generation, and distribution to provide full turnkey power for complex data center load profiles. The acquisition of HVMVLV has exceeded expectations, allowing the company to bring specialized voltage distribution and control eq ...

Flash | 24 Feb 2026 09:41:04 ET │ 9 pages EverProX Technologies (300548.SZ) Announced plan of strategic acquisition of Honghui Guanglian CITI'S TAKE EverProX announced it had signed the letter of intent to acquire a 93.8108% stake in Shanghai Honghui Guanglian Communication Technology from the largest shareholder, Shanghai Honghui Optics Communication, at a consideration of Rmb375mn. The main business of the target company includes research and development, production and sales of optical devices such as fi ...

Key Takeaways NRDS is set to report 4Q25 results on Feb. 25, with revenues expected to rise 15.3% y/y.NerdWallet projects $207-$250M in Q4 revenues and $20-$24M in non-GAAP operating income.NRDS raised the 2025 adjusted EBITDA outlook to $141-$145M from the prior mentioned $106-$116M.NerdWallet, Inc. (NRDS) is scheduled to release fourth-quarter 2025 earnings on Feb. 25, after the closing bell.In the third quarter of 2025, NRDS delivered an earnings beat, supported by a robust year-over-year increase in tot ...

Core Insights - Voyageur Pharmaceuticals Ltd. has signed a collaboration and funding agreement with Bayer, providing milestone-based funding support of up to USD 2.35 million to develop iodine for medical imaging contrast media [1][2][3] Company Developments - The agreement includes an initial payment of USD 350,000 upon execution, USD 1,000,000 upon commencement of a feasibility study for an iodine extraction plant in Oklahoma, and another USD 1,000,000 upon completion of the study [3] - Voyageur has acquired iodine intellectual property from Dr. Brian Mueller, positioning the company to be a key player in the global iodine supply chain [1] - The company aims to become the first domestic producer of iodine contrast media in the United States, enhancing the security of the North American healthcare supply chain [4][7] Project Details - Voyageur is working on feasibility studies for both the Bayer project and its own radiology drug production project, which includes producing barium contrast drugs from its Frances Creek project in British Columbia and iodine contrast media from the Anadarko basin in the USA [5][6] - Initial lab bench testing for the Bayer project has been completed, and the company plans to build a small transportable field unit to gather data for the feasibility study [6] Market Context - The global contrast media market was valued at USD 6.77 billion in 2024 and is projected to reach USD 13.86 billion by 2033, growing at a CAGR of 8.3% from 2025 to 2033 [8] - North America accounts for approximately 39.07% of the global iodine contrast media market, valued at USD 2.65 billion annually due to high imaging volumes [8] Strategic Vision - Voyageur aims to vertically integrate the barium and iodine contrast markets, controlling all primary input costs from sourcing raw materials to final production [10][13] - The company plans to transition into a high-margin domestic manufacturer of radiology drugs, ensuring product validation by regulatory agencies worldwide [11]

Core Insights - Expanse Studios has officially launched its proprietary game portfolio in the Belgian regulated market, marking a significant step in its international distribution strategy [1][2] Company Overview - Expanse Studios is a B2B iGaming content provider under Golden Matrix Group Inc., specializing in various gaming formats including slots and table games, with a portfolio of 56 proprietary titles [5] - Golden Matrix Group operates globally through B2B and B2C divisions, including various online gaming platforms and competitions [6] Market Context - The Belgian online casino segment generated €455 million in gross gaming revenue (GGR) in 2023, reflecting a 20.2% year-over-year increase, indicating a robust market for online gaming [3] Strategic Drivers - Belgium is a key market for Expanse Studios due to its strict regulatory framework and high digital adoption, facilitating a transition from licensing to a revenue growth phase [4] - The launch includes over 60 certified titles tailored to meet the compliance standards of the Belgian Gaming Commission [7] - Expanse Studios achieves 100% vertical integration in Belgium by leveraging its internal B+ license, maximizing revenue-per-spin and eliminating third-party fees [7] - The integration of AI Casino Recommender technology allows for real-time analysis of player behavior, enhancing player retention and lifetime value [7] - Expanse Studios benefits from a concentrated market where 10 operators control 94% of wagers, positioning itself advantageously on the Meridianbet.be platform [7]

Group 1: Israel Englander's Investment Moves - Hedge fund manager Israel Englander sold 3 million shares of Nvidia, reducing his position by 17%, and bought 543,300 shares of Palantir Technologies, doubling his stake [1][2] - Englander's hedge fund, Millennium Management, outperformed the S&P 500 by 38 percentage points over the last three years [1] Group 2: Nvidia Overview - Nvidia is a leader in the AI infrastructure market, known for its graphics processing units (GPUs) that accelerate AI applications [4] - The company's strength lies in vertical integration, providing a complete solution for AI with superior GPUs and data center hardware [5] - Wall Street expects Nvidia's earnings to grow at 38% annually over the next three years, making its current valuation of 47 times earnings attractive [6] - Despite trimming his position, Nvidia remains the third-largest holding in Englander's hedge fund, indicating continued confidence in the company [7] Group 3: Palantir Overview - Palantir Technologies specializes in data integration and analytics platforms, focusing on AI software that enables developers to build large language models [9] - The company has received accolades for its AI software, with recognition from Forrester Research and Morgan Stanley as a leader in AI decisioning platforms [10] - Palantir's sales growth has accelerated for 10 consecutive quarters, achieving a Rule of 40 score of 127% in the fourth quarter [10] - Despite a 35% drop from its high, Palantir is the most expensive stock in the S&P 500, trading at 72 times sales, significantly higher than its peers [10] - Englander's small position in Palantir suggests he may anticipate a rebound, although it does not rank among his top 50 holdings [11]