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Core Insights - Shell plc reported fourth-quarter 2025 earnings per ADS of $1.14, missing the Zacks Consensus Estimate of $1.21 due to declining oil prices and unfavorable tax adjustments, despite higher hydrocarbon production [1][11] - The company's revenues for the quarter were $66.7 billion, slightly down from $66.8 billion in the fourth quarter of 2024, and missed consensus estimates by 2% [2] Financial Performance - Shell's cash flow from operations decreased by more than 28% year over year to $9.4 billion, while free cash flow was $4.2 billion compared to $8.7 billion a year ago [12] - The company returned $2.1 billion to shareholders through dividends and spent $6 billion on capital projects during the quarter [12] - As of December 31, 2025, Shell had $30.2 billion in cash and $75.6 billion in debt, with a net debt-to-capitalization ratio of approximately 20.7%, up from 17.7% a year ago [9] Segment Performance - Upstream segment profit was $1.6 billion, down from $1.7 billion a year ago, primarily due to lower prices and a decline in natural gas output [3] - Integrated Gas reported an adjusted income of $1.7 billion, down from $2.2 billion in the same quarter of 2024, affected by adverse tax implications and lower realized prices [6] - Chemicals and Products segment improved to an adjusted loss of $66 million from a loss of $229 million a year ago, attributed to higher refining margins [5] - Renewables and Energy Solutions segment turned around to an adjusted income of $131 million from a loss of $311 million a year ago, driven by trading and optimization contributions [8] Guidance - For the first quarter of 2026, Shell expects upstream volumes of 1,700-1,900 MBOE/d and Integrated Gas production between 920 MBOE/d and 980 MBOE/d [13] - The company anticipates marketing sales volumes of 2,550-2,750 thousand barrels per day and refinery utilization between 90-98% [13] - Total cash capital expenditure for full-year 2026 is projected to be between $20 billion and $22 billion [13]

Yahoo Finance breaks down the latest financial news for Thursday, February 5, 2026. #youtube #bitcoin #Amazon #qualcomm 0:00 Amazon earnings 10:00 Qualcomm earnings 17:20 Bitcoin plunges 21:58 Cardinal Health earnings 29:43 Cigna earnings 35:31 Tech rotation opportunities 42:02 e.l.f beauty 49:32 Alphabet earnings About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you man ...

Core Viewpoint - The decision to downsize holdings in Amazon.com, Inc. (AMZN) is driven by discomfort following the latest earnings announcement [1] Group 1: Company Analysis - The portfolio manager has a long position in AMZN, indicating a previous confidence in the stock [1] - The focus of the analysis includes earnings, technological disruption, policy shifts, and capital flows, which are critical in identifying mispriced opportunities [1] Group 2: Market Strategy - The portfolio manager employs a combination of top-down macro analysis and bottom-up stock selection to inform investment decisions [1] - The strategy involves real-time positioning using tools such as Bloomberg and data models [1]

Yet another, yet another quarter to put into a frame. Nothing to be said. Every quarter I rip my hair out, and I say, "Wow!" How are they able to make these kinds of numbers? I have no idea how they do it, but itI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection ...

Core Insights - Symbotic Inc. reported a revenue of $629.99 million for the quarter ended December 2025, reflecting a year-over-year increase of 29.4% [1] - The earnings per share (EPS) for the quarter was $0.39, a significant improvement from -$0.03 in the same quarter last year, resulting in an EPS surprise of +408.48% compared to the consensus estimate of $0.08 [1] Revenue Breakdown - Software maintenance and support revenue reached $10.89 million, exceeding the average estimate of $10.17 million by analysts, marking a year-over-year increase of 97% [4] - Revenue from systems was $590.29 million, slightly above the estimated $587.91 million, representing a 27.2% increase compared to the previous year [4] - Operation services revenue was reported at $28.81 million, surpassing the average estimate of $25.66 million, with a year-over-year growth of 68.4% [4] Stock Performance - Over the past month, shares of Symbotic Inc. have declined by 20.3%, contrasting with a 0.9% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Chinese stocks are encountering a fresh hurdle as Beijing ramps up efforts to collect corporate taxes, a move that threatens to pressure earnings in a fragile economy https://t.co/2rzSYJlJSI ...

Alphabet Beats Earnings Expectations As Annual Revenue Tops $400 Billion For First Timehttps://t.co/oimVJBtbYQ https://t.co/fBMkieyI5i ...

Core Insights - The Timken Company reported a strong finish to 2025, with higher organic sales and cash flow in Q4 compared to the previous year [3][4][12] - The company anticipates organic revenue growth, strong cash flow, and improved margins and earnings in 2026 [3][16] Financial Performance - Q4 2025 net sales reached $1.11 billion, a 3.5% increase from Q4 2024, driven by higher pricing and favorable foreign currency translation [2][3] - Net income for Q4 2025 was $62.3 million, or $0.89 per diluted share, down from $71.2 million, or $1.01 per diluted share in Q4 2024 [4][12] - Adjusted EBITDA margin for Q4 2025 was 16.0%, a decrease of 60 basis points from 16.6% in Q4 2024 [2][5] Segment Performance - Engineered Bearings segment sales were $714.2 million, up 0.9% year-over-year, primarily due to higher pricing [7][24] - Industrial Motion segment sales increased by 8.4% to $396.8 million, driven by higher demand and pricing [9][24] Full-Year Results - Total sales for 2025 were $4.58 billion, a modest increase of 0.2% compared to 2024, with organic sales down 1.0% [11][13] - Full-year net income was $288.4 million, or $4.11 per diluted share, compared to $352.7 million, or $4.99 per diluted share in 2024 [13][14] Cash Flow and Shareholder Returns - Net cash from operations for 2025 was $554.3 million, up 16.5% from $475.7 million in 2024 [15] - Free cash flow for the year was $406.1 million, a 32.8% increase from $305.7 million in 2024 [15] - The company returned $155.7 million to shareholders through dividends and share repurchases in 2025 [15] 2026 Outlook - The company projects 2026 diluted EPS in the range of $4.50 to $5.00 and adjusted EPS between $5.50 and $6.00 [12][16] - Revenue growth for 2026 is expected to be between 2% and 4% compared to 2025 [16]

Euroclear CEO Valérie Urbain joins Bloomberg's Opening Trade to discuss a record year for earnings and the impact of the European Union's deliberations over 210 billion in frozen Russian assets - most of them held at the Belgium-based clearing bank - and the implications for Euroclear and its clients. ...