Core Insights - Carvana's stock dropped 8% to just under $333, marking a loss of about 20% in value since the beginning of the year due to disappointing fourth-quarter profit metrics despite solid sales numbers [1][1][1] Financial Performance - The company's gross profit per unit for the fourth quarter was $6,427, which was below analysts' expectations and represented a year-over-year decline [1][1] - Carvana reported a 58% year-over-year increase in revenue, reaching $5.6 billion in the fourth quarter, surpassing analyst consensus [1][1] Cost Concerns - The company indicated that some costs were higher than anticipated and warned of potentially elevated vehicle reconditioning costs in the first quarter, although it expects per-vehicle profits to improve [1][1] Analyst Sentiment - Following the results, analysts from Wedbush and JPMorgan reduced their price targets for Carvana to $425 and $490, respectively, but both firms remain optimistic about the company's growth potential [1][1] - Twelve out of thirteen analysts tracked by Visible Alpha have issued "buy" or equivalent recommendations, with an average price target of $450, suggesting a 35% upside from the current stock level [1][1]

Key Takeaways Micron Technology, Ralph Lauren and Modine Manufacturing topped a 7,685-stock screen for profitability.MU posted a 28.2% net margin and projects 307.5% earnings growth this year.RL holds an 11.7% margin, while MOD posts 3.4%, both expecting solid earnings growth.Investors should prioritize companies that generate strong returns after accounting for operating and non-operating expenses. As a result, profitable businesses are more attractive than those operating at a loss. To assess profitabilit ...

-- Carvana Stock Drops 10% Thursday, Deepening Its Recent Rout. Here's Why [Stocks Climb Amid Easing AI Fears][Berkshire Sold These 2 Big Tech Stocks in Q4][What to Expect from Walmart Earnings Thursday][What Is an Olympic Gold Medal Worth?]- Top StoriesWith Thursday's drop, Carvana shares have lost about one-quarter of their value since the start of the year.Kevin Carter / Getty ImagesClose### Key Takeaways- The company said some costs came in higher than anticipated, and warned it could face elevated vehi ...

Core Insights - Electrolux (ELUXY) has faced significant challenges in profitability, rising debt, and a difficult macroeconomic environment over the past years [1] - The company's stock has declined over 63% in the last five years [1] Company Challenges - Profitability issues have been a major concern for Electrolux, impacting its overall financial health [1] - Rising debt levels have added to the financial strain on the company [1] - The macroeconomic environment has posed additional challenges, affecting the company's performance [1]

Core Insights - Wayfair's annual sales increased for the first time since 2020, with a revenue growth of 5.1% to $12.5 billion in 2025, following a decline of over 1% in 2024 [1] - The company exceeded Wall Street expectations for both revenue and earnings in its fiscal fourth quarter, reporting adjusted earnings per share of 85 cents compared to an expected 66 cents [2][9] - Wayfair experienced a loss of $116 million, or 89 cents per share, in Q4, an improvement from a loss of $128 million, or $1.02 per share, a year earlier [3] Revenue and Earnings Performance - In Q4, Wayfair's revenue rose to $3.34 billion, up approximately 7% from $3.12 billion a year earlier, marking the second consecutive quarter of revenue growth [4] - The adjusted EBITDA for the quarter was $224 million, surpassing expectations of $200 million [4][5] Customer Growth and Market Position - Wayfair achieved its third consecutive quarter of new customer growth, alongside healthy growth in repeat orders, despite a contracting category in the furniture industry [3] - Average order values increased to $301 from $290 in the previous year, with the number of orders delivered growing at a similar pace [7] Strategic Initiatives - The company has focused on enhancing customer experience through initiatives like a rewards program and product quality verification, which have contributed to market share gains [8] - Wayfair's positioning as a value-oriented retailer has resonated with consumers prioritizing lower prices amid a challenging economic environment for the furniture industry [6]

AVITA Medical (NasdaqCM:RCEL) Update / briefing February 18, 2026 05:00 PM ET Company ParticipantsBen Atkins - VP of Investor Relations and Corporate CommunicationsCary Vance - Interim CEODavid O'Toole - CFOCary VanceUnderstanding, trying to understand our business, wanting to become more, predictable, forecastable, credible, to, to understand how we might remove some of the noise and distraction as well around our, our covenants. And, the goal over the fourth quarter was not only to start, understanding ou ...

Core Viewpoint - Crown Crafts, Inc. reported a mixed performance for the third quarter of fiscal 2026, with significant declines in net sales and gross profit, but a notable increase in net income and earnings per share, driven by nonrecurring insurance proceeds [2][5]. Financial Performance - Net sales decreased by 11.3% year over year to $20.7 million from $23.4 million [2] - Gross profit fell by 20.3% to $4.9 million from $6.1 million, with gross margin compressing to 23.5% from 26.1% [2] - Net income increased by 69.1% to $1.5 million from $0.9 million, while diluted earnings per share rose by 55.6% to $0.14 from $0.09 [2] Product Category Performance - Sales of bedding and diaper bags dropped by 29.8% to $7.8 million from $11.2 million [3] - Sales of bibs, toys, and disposable products increased by 5.8% to $12.9 million from $12.2 million, indicating a divergence in product performance [3] Operating Metrics - Operating income swung to a loss of $0.1 million from income of $1.7 million a year earlier [4] - Marketing and administrative expenses increased by 12.9% year over year to $4.9 million from $4.4 million, rising to 24% of sales from 18.8% [4] Other Income and Expenses - Other income rose sharply to $2.5 million from a $33,000 expense in the prior-year period, primarily due to insurance proceeds [5] - The net impact of these proceeds added $2.1 million to income before taxes [5] Balance Sheet Overview - Inventories stood at $31.2 million at quarter-end, up from $27.8 million at fiscal year-end [6] - Total debt was approximately $16.4 million, including $11.3 million under the revolving line of credit [6] - Net cash provided by operating activities for the nine-month period was $7.1 million, slightly above the prior year's $6.9 million [6] Management Commentary - Management noted a challenging demand backdrop and elevated tariffs affecting products sourced from China, contributing to gross margin contraction [7] - Uneven consumer spending and retailer program changes were cited as headwinds, particularly in bedding and diaper bags [7] Strategic Focus - Management emphasized ongoing pricing actions, cost controls, and operational consolidation to drive profitability in a difficult macro environment [8] - The company did not provide formal financial guidance but expressed confidence in meeting liquidity needs through operational cash flow and available credit [12] Recent Developments - Crown Crafts announced the relaunch of the "Groovy Girls" line of soft fashion dolls by Manhattan Toy, available starting May 2026, reflecting a focus on internal product development [13]

Core Insights - Leidos reported mixed Q4 results, beating earnings expectations but missing revenue estimates due to a government shutdown and timing factors [1] - The company achieved record free cash flow of $452 million, more than doubling from the previous year, and net income increased by 18% year-over-year [1] - Leidos announced a $2.4 billion acquisition of Entrust, enhancing its energy infrastructure capabilities, and reported a total backlog of $49 billion [1] Financial Performance - Non-GAAP diluted EPS for Q4 was $2.76, exceeding the consensus estimate of $2.66 by 3.8% [1] - Revenue for Q4 was $4.21 billion, falling short of the $4.40 billion estimate by 4.4%, reflecting a 3.6% year-over-year decline [1] - Operating cash flow reached $495 million, marking the best Q4 performance ever, with free cash flow achieving a 127% conversion rate [1] Strategic Moves - The acquisition of Entrust for $2.4 billion is aimed at expanding Leidos's capabilities in energy infrastructure [1] - Major contract wins include a $2.2 billion award for Air Force air base defense systems and a position on the MDA's SHIELD IDIQ with a $151 billion ceiling [1] - Total backlog reached $49 billion with a 1.3x book-to-bill ratio in Q4, indicating strong future revenue potential [1] Future Guidance - For fiscal 2026, Leidos provided revenue guidance of $17.2 billion to $17.8 billion and non-GAAP EPS guidance of $12.10 to $12.60, suggesting continued margin expansion and earnings growth [1]

Financial Data and Key Metrics Changes - Adjusted EBITDA margin reached 31%, the highest on record, while operating margin was 17%, representing the second strongest annual performance in the company's history [7] - Total revenue for 2025 was $5.4 billion, a 2% increase over 2024, excluding extraordinary non-recurring items [19] - Adjusted EBITDA for the full year reached $1.7 billion with a 31% margin, and for the fourth quarter, it was $502 million with a margin of 35%, the highest quarterly EBITDA on record [20][21] Business Line Data and Key Metrics Changes - Passenger revenue for the full year declined 4.4% year-over-year, but in the fourth quarter, it increased by 4.3% year-over-year [13][14] - Premium revenue now represents approximately 42% of total revenues, nearly 17 points above pre-pandemic levels [10] Market Data and Key Metrics Changes - Demand strengthened in the second half of 2025, particularly in the last quarter, supported by improving traffic trends across both domestic and international markets [7] - The European market showed particularly strong performance in the fourth quarter, with passenger unit revenue up 5% year-over-year in the U.S. portfolio [14] Company Strategy and Development Direction - The company plans to grow capacity around 4% with a disciplined approach, focusing on resilient markets and prioritizing profitability [10] - Aeroméxico is selectively expanding its long-haul network, launching new routes to Barcelona and Paris [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate changes and capture opportunities, expecting to build on the momentum generated in the second half of 2025 [9] - The Mexican economy is expected to grow between 1.2% and 1.5% in 2026, with revenue growth projected in the range of 7.5%-9.5% [24] Other Important Information - The company maintained industry-leading reliability and was recognized as the world's most on-time airline for 2025 [8] - Aeroméxico returned over $200 million to shareholders through capital disbursements in 2025, demonstrating a commitment to delivering shareholder value [23] Q&A Session Summary Question: Demand impacts related to FX and purchasing power dynamics in Mexico - Management noted that a stronger Mexican peso typically leads to increased demand for travel, with a quick response in booking trends [29][31] Question: Opportunities for deleveraging the business - Management indicated that the primary opportunity for deleveraging comes from the present value of leases, with expectations of lower leverage through higher EBITDA and amortization of lease debt [33][35] Question: Sale of MRO joint venture and its impact on P&L - The MRO facility was sold to a third party, resulting in a profit of $71 million, with minimal impact on maintenance expenses due to existing commercial agreements [40][42] Question: Regulatory situation regarding U.S. routes from Mexico City - Management confirmed that new routes cannot be added until the U.S. government lifts restrictions, but noted that existing capacity has grown significantly in recent years [65][66] Question: Guidance assumptions for FX and jet fuel prices - The company assumes an average exchange rate of around 18.3 pesos per dollar and a jet fuel price of approximately $69 per barrel for guidance [58][59] Question: Premium revenue growth expectations - Management expects continued growth in premium revenue, driven by consumer demand for better experiences and improved sales strategies [79]

LHV Group’s results for January 2026 were characterised by higher profitability and growth in business volumes. The consolidated loan portfolio of LHV Group increased by EUR 51 million over the month, reaching EUR 5.52 billion. Total deposits decreased by EUR 214 million to EUR 7.92 billion. The volume of funds managed by LHV increased by EUR 13 million to EUR 1.72 billion. In January, 8.7 million payments related to financial intermediaries were processed. AS LHV Group earned a consolidated net profit of E ...