e.l.f. Beauty welcomes rhode to its family at the New York Stock Exchange, Friday, Sept. 5, 2025.Hailey Bieber's cosmetics line Rhode is expected to increase E.l.f. Beauty's annual sales by $200 million this fiscal year, making the buzzy brand a critical growth driver for its new parent company, E.l.f. CEO Tarang Amin told CNBC Wednesday. E.l.f., which bought Rhode for $1 billion in a blockbuster deal earlier this year, finalized the acquisition in August. On an annual run rate basis, Rhode is expected to d ...

In this article, we will take a look at Billionaire Daniel Sundheim’s 10 Stocks Picks with Huge Upside Potential.The upward momentum in the equity market is likely to continue heading into the year-end. It is a stance held by major investment banks in response to the economy and consumers showing resilience. Corporations delivering healthy pre-Liberation Day growth of more than 12% in the face of tariff rates have also benefited from double-digit corporate earnings growth.Analysts at Goldman Sachs expect th ...

Newell Brands (NasdaqGS:NWL) Q3 2025 Earnings Call October 31, 2025 07:30 AM ET Speaker2Good morning and welcome to Newell Brands' third quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. After a brief discussion by management, we will open up the call for questions. To ask a question, please press star one one. If your question has been answered and you'd like to remove yourself from the queue, press star one one again. In order to stay within the time scheduled ...

Core Insights - The company reported record quarterly results for revenue, adjusted EBITDA, adjusted net income, and adjusted earnings per diluted share, with a revenue growth of 22% driven primarily by recent acquisitions [4][5][33] - The acquisition of Mars Parts, valued at $650 million, is expected to close soon and will enhance the company's HVACR product offerings, contributing to future growth [2][26][34] - Despite facing headwinds in the residential HVACR market, the company maintained a resilient balance sheet and continued to pursue growth opportunities through strategic acquisitions [3][25][35] Financial Performance - The company achieved record revenue of $277 million for the fiscal second quarter of 2026, reflecting a 22% increase compared to the previous year, primarily due to inorganic growth from acquisitions [5][6] - Adjusted EBITDA for the fiscal second quarter increased by $12 million to a record $73 million, representing a 20% growth year-over-year [7][10] - Adjusted earnings per diluted share rose to $2.96, a 15.2% increase from the same quarter last year [5][10] Acquisition Strategy - The company has successfully executed two synergistic acquisitions in the past twelve months, contributing significantly to revenue growth [3][11] - The pending acquisition of Mars Parts is anticipated to further enhance the company's product offerings and customer value proposition in the HVACR market [26][34] - The company plans to fund the Mars Parts acquisition through a combination of a syndicated term loan and borrowings from its revolving credit facility [26][35] Market Conditions - The company experienced a 5.6% reduction in consolidated organic revenue, primarily due to market disruptions in the residential HVACR sector [5][11] - The organic revenue decline was attributed to a shift in consumer behavior towards repair rather than replacement of HVAC units, influenced by higher costs and new refrigerant standards [11][12] - The company noted destocking trends among customers, which impacted order volumes but did not result in a loss of market share [54][55] Future Outlook - The company expects to maintain mid to high single-digit organic growth rates through its Contractor Solutions segment, despite current market volatility [14][46] - The integration of recent acquisitions is projected to yield significant synergies, with expectations of reaching a 30% EBITDA margin for Mars Parts within a year post-acquisition [43][64] - The company remains committed to a strong balance sheet and capital allocation strategy, including share repurchases and continued investment in growth initiatives [25][73]

Financial Data and Key Metrics Changes - Third quarter sales reached $3 billion, up 2% year on year but down 3% sequentially, primarily due to lower sales to the North Sea and reduced shipments for offshore line pipe projects in the Middle East [4] - EBITDA for the quarter was $753 million, up 3% sequentially, with an EBITDA margin of 25%. Excluding a one-off gain of $34 million, EBITDA would have been $719 million or 24% of sales [4][5] - Operating cash flow was $318 million, with capital expenditure of $185 million, resulting in free cash flow of $133 million. After share buybacks of $351 million, the net cash position declined to $3.5 billion [5] Business Line Data and Key Metrics Changes - Average selling prices in the tubes operating segment decreased by 1% year on year and sequentially [4] - Sales to Rig Direct customers in the U.S. and Canada remained resilient despite overall rig activity slowing [7] - The company has been increasing production in the U.S. and Canada to ensure a reliable supply of high-quality products, with around 90% of U.S. sales of OCTG produced domestically [8] Market Data and Key Metrics Changes - The company noted a strong backlog for offshore projects, particularly in deepwater developments, which are expected to contribute significantly to future revenues [9][10] - In Argentina, the results of the Congressional midterm elections have improved conditions for financing the development of the Vaca Muerta shale play, leading to an expected increase in rig operations [10][19] Company Strategy and Development Direction - The company is focusing on increasing production in the U.S. and Canada to mitigate the impact of tariffs and trade restrictions [8] - A new service yard was opened in British Columbia to extend the scope of Rig Direct services in Canada, while production in Sault Ste. Marie is ramping up [9] - The company is also investing in renewable energy, with a new 95 megawatt wind farm operational, contributing to sustainability goals [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding the Argentine market following the elections, anticipating increased investment and activity in the energy sector [19] - The company expects a gradual increase in investment in the Vaca Muerta shale play and other long-term projects [19] - Management acknowledged the impact of tariffs on costs but indicated that the company is taking steps to mitigate these effects through increased domestic production [51][93] Other Important Information - The board approved an interim dividend of $0.29 per share, a 7% increase compared to the previous year [6] - The company is experiencing a cash return of around 11% to shareholders for the year, reflecting strong financial performance [12] Q&A Session Summary Question: Implications of Argentinian elections on Tenaris - Management noted that the elections marked a turning point, with a clear victory for President Milei's party, leading to improved investor perception and access to financing for oil companies [16][18] Question: Outlook for margins in Q4 - Management expects EBITDA to be lower in Q4 due to the impact of tariffs, estimating an additional $40 million in costs related to tariffs [38][39] Question: Trends in sales and market share in North America - Management indicated that clients are gaining market share due to their resilience, and the company is also seeing increased sales despite lower rig counts [57][58] Question: Profitability by region - Management stated that profitability varies by product rather than region, with some products being more competitive than others [92] Question: Working capital movement in Q3 - The increase in working capital was attributed to delays in payments from Pemex, which is expected to improve in Q4 [93] Question: Inventory levels and imports - Management noted that inventory levels are higher for welded pipes than seamless, and both are expected to decrease moving forward [102]

Key Takeaways Caterpillar's adjusted EPS of $4.95 topped estimates but fell 4% year over year.Revenues hit a record $17.6B, up 9.5% on higher volumes across all segments.Operating margin slipped to 17.3% amid elevated tariffs and higher expenses.Caterpillar Inc. (CAT) reported adjusted earnings per share of $4.95 for the third quarter of 2025, which beat the Zacks Consensus Estimate of $4.52 by a margin of 10%. The bottom line was, however, down 4% compared with the year-ago quarter.CAT delivered higher rev ...

Core Insights - Constellium reported strong third-quarter results for 2025, with record adjusted EBITDA and a significant increase in net income compared to the previous year [8][10][36] - The company announced a leadership transition, with Ingrid Jorg set to succeed Jean-Marc Germain as CEO at the end of December 2025 [5][6][27] - The company is raising its guidance for 2025, targeting adjusted EBITDA in the range of $670 million to $690 million and free cash flow of $120 million [37] Financial Performance - Shipments increased by 6% year-over-year to 373,000 tons, contributing to a 20% rise in revenue to $2.2 billion [8][10] - Net income for the quarter was $88 million, up from $8 million in the same quarter last year, driven by higher gross profit [9][10] - Adjusted EBITDA reached $235 million, an 85% increase year-over-year, with a record adjusted EBITDA of $196 million when excluding the impact of metal price lag [9][10] Leadership Transition - Jean-Marc Germain will retire as CEO and Board Director on December 31, 2025, after nearly ten years with the company [5][6] - Ingrid Jorg, with over 25 years of experience in the aluminum industry, will take over as CEO and has been instrumental in developing the company's strategy [6][27] Market Outlook - The aerospace market shows strong demand, with commercial aircraft backlogs at record levels and major OEMs increasing build rates [28][29] - The packaging market remains healthy, with demand for aluminum beverage cans driving growth in North America and Europe [30] - The automotive market is facing challenges, particularly in Europe, with production levels below pre-COVID levels and ongoing impacts from tariffs [31][32] Cost Management and Tariffs - The company operates a pass-through business model, minimizing exposure to metal price risks, and has made progress in mitigating tariff impacts [10][12] - Current tariff exposure is manageable, with indirect benefits from tariffs including improved domestic demand for aluminum products [12][36] - The company is focused on cost control and has accelerated its Vision '25 cost improvement program in response to market conditions [22][36] Free Cash Flow and Shareholder Returns - Free cash flow for the quarter was $30 million, with a year-to-date total of $68 million, and the company plans to continue share repurchase activities [10][24] - The company repurchased 1.7 million shares for $25 million during the quarter, with approximately $146 million remaining on its share repurchase program [24][25]

Nvidia - Nvidia has reached a market cap of five trillion, driven by optimism from its developers conference [1] Boeing - Boeing's latest quarter showed a mixed performance, with a reported EPS loss of $747, missing expectations of a $2.38 loss [2][3] - Revenue increased by over 30% to $23.3 billion compared to $17.8 billion in the same quarter last year, with commercial aviation up 49% [3][4] - The backlog remains strong at $636 billion with over 5,900 units, despite a $4.9 billion pre-tax charge due to production delays [4][5] - Boeing shares are down about 2% following the earnings report, but the stock is up over 40% year-over-year [5] Caterpillar - Caterpillar reported an adjusted EPS of $4.95, down 4% year-over-year but beating estimates of $4.50 [6][7] - Sales increased by 10% to $17.6 billion compared to $16.77 billion, with construction and industrial segments up 7% and energy and transport up 17% [7][8] - The backlog increased by 11.2%, and the company announced an increase in dividends and share buybacks [8][9] Verizon - Verizon's EPS came in at $1.21, slightly beating estimates of $1.19, and significantly higher than $0.78 from the same quarter last year [11] - Total sales decreased by 33.82 billion, missing expectations by about $500 million, but were still up 1.5% year-over-year [11][12] - The consumer unit lost about 7,000 subscribers, while the broadband division gained over 36,000 new subscribers, and the business services division added 110,000 subscribers [12][13] - Verizon provided guidance for a recovery in the consumer wireless division, expecting growth of 2% to 2.5% for the remainder of the fiscal year [14]

Third Quarter 2025 Financial Review October 29, 2025 3Q 2025 EARNINGS RELEASE Forward-Looking Statements Certain statements in this financial review relate to future events and expectations and are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "believe," "estimate," "will be," "will," "would," "expect," "anticipate," "plan," "forecast," "target," "guide," "project," "intend," "could," "should" or other similar words or expressions often ...

Group 1 - Companies have managed to alleviate investors' concerns regarding tariff costs during the current earnings season [1] - Economists and analysts were anxious to see how companies performed as tariffs were fully implemented [1] - Investors were particularly attentive to any performance or guidance issues stemming from unexpected tariff impacts [1]