Financial Performance - SAIC's FY26 3Q revenue was $1.866 billion, a decrease compared to $1.976 billion in FY25 [13, 14] - Adjusted EBITDA for FY26 3Q was $185 million, representing 9.9% of revenue, compared to $197 million, or 10.0% of revenue, in FY25 [14] - Adjusted diluted EPS for FY26 3Q was $2.58, slightly lower than $2.61 in FY25 [15] - Free cash flow for FY26 3Q was $135 million, compared to $143 million in FY25 [18] Guidance and Targets - FY26 revenue guidance is $7.275 billion - $7.325 billion, with an organic growth rate of -2% to -3% [19] - Adjusted EBITDA guidance for FY26 is approximately $695 million, with a margin of approximately 9.5% [19] - Adjusted diluted EPS guidance for FY26 is $9.80 - $10.00 [19] - Free cash flow guidance for FY26 is greater than $550 million [19] Business Development - The TCV (Total Contract Value) of submitted bids for FY27 is projected to be greater than $30 billion [8] - The company has identified over $100 million of annual savings to reallocate to drive growth and improve margins [5] Capital Deployment - The majority of capital deployment is expected to be allocated to the share repurchase program [5] - Approximately $500 million is allocated to share repurchases for FY26 [22]

Ningbo, China, Dec. 04, 2025 (GLOBE NEWSWIRE) -- Skycorp Solar Group Limited (Nasdaq: PN) (the “Company”), a solar PV product provider engaged in the manufacture and sale of solar cables and solar connectors, today announced its board of directors has approved the adoption of a Share Repurchase Programme (the “Programme”), under which the Company plans to repurchase its ordinary shares for a maximum total consideration of up to US$2,000,000. The purpose of the Programme is to optimize the Company’s capital ...

Key Takeaways TCBI approved a new $200M buyback program effective Dec. 12, 2025, through Dec. 31, 2026.The plan replaces the prior $200M authorization, with 2M shares repurchased for $164M.Solid capital and liquidity levels support TCBI's ability to sustain repurchase activity.Texas Capital Bancshares, Inc.’s (TCBI) board of directors has approved a new $200 million share repurchase program. The authorization should be effective from Dec. 12, 2025, and will remain in place through Dec. 31, 2026.Repurchases ...

Core Viewpoint - Garrett Motion Inc. has announced a new share repurchase program for 2026, authorizing the repurchase of up to $250 million of its outstanding common stock, reflecting its commitment to returning capital to shareholders while investing in growth opportunities [1][2][3] Group 1: Share Repurchase Program - The new share repurchase program will begin on January 1, 2026, after the current program expires on December 31, 2025 [2] - The company aims to return 75% of its Adjusted Free Cash Flow to shareholders over time through dividends and share repurchases, contingent on various factors including market conditions and stock price [3] Group 2: Financial Strategy - The share repurchase plan demonstrates Garrett's disciplined approach to capital allocation, balancing investments in advanced technologies with shareholder returns [3] - Management has the discretion to determine the timing and price of share repurchases, which may occur through various methods such as open market purchases or block trades [3] Group 3: Company Overview - Garrett Motion has a 70-year history in the automotive sector, focusing on innovations that reduce engine size, fuel consumption, and CO2 emissions [4] - The company is expanding its technology solutions for Zero Emission Vehicles, including fuel cell compressors and electric propulsion systems [4] - Garrett operates six R&D centers and 13 manufacturing sites globally, employing over 9,000 people [4]

Core Points - dsm-firmenich has successfully completed its share repurchase program valued at €1.08 billion, ahead of the anticipated completion date of January 2026 [1][4] - The total number of shares repurchased under this program amounts to 12,930,796 shares at an average price of €83.52 per share [4] - The company plans to cancel 12,049,441 shares in the first quarter of 2026, which will reduce the number of issued shares by approximately 4.5% from 265,676,388 to 253,626,947 shares [5] Share Repurchase Details - On February 13, 2025, dsm-firmenich announced its intention to repurchase ordinary shares with a total market value of €1 billion, later increasing this amount by an additional €80 million for share-based compensation commitments [2] - During the period from November 24, 2025, to December 1, 2025, the company repurchased 450,950 shares at an average price of €70.96, totaling €32.0 million [3] - Of the total shares repurchased, 881,355 were specifically for covering commitments under the Group's share-based compensation plans [4]

Financial Data and Key Metrics Changes - The company executed a $3 billion share repurchase authorization and bought back approximately $1 billion of stock in the first half of the year, slowing down in the third quarter due to increased deal flow [4][5][6] - Return on Invested Capital (ROIC) has been consistently in the mid-teens, while Return on Equity (ROE) has been in the low 20% range, with expectations to maintain these levels without taking on additional risks [11][12] Business Line Data and Key Metrics Changes - The company has focused on capitalizing on unique opportunities, with significant transactions such as Revolution Medicines and Imdeltra contributing to deal flow momentum [5][6] - The company is exploring creative structuring in deals, adapting to the needs of a broader range of companies [7][8] Market Data and Key Metrics Changes - The demand for customized deal structures has increased, reflecting a broader range of companies seeking partnerships [7][8] - The company anticipates continued growth in the royalty market, driven by increasing capital needs in the biopharma industry [22][35] Company Strategy and Development Direction - The company aims to maintain a balanced approach to investments, focusing on both approved products with attractive growth and developmental projects with significant upside potential [11][12] - The company is not under pressure to deploy capital aggressively but is prepared to take advantage of opportunities as they arise [25][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing momentum in the biopharma sector, with expectations for more R&D partnership deals in the future [29][32] - The company views the increasing presence of other players in the royalty market as a positive development that adds legitimacy and depth to the market [34][35] Other Important Information - The company has been proactive in sourcing deals, engaging with earlier-stage companies to stay informed about developments and innovations [63][64] - The company does not foresee significant changes in the competitive landscape due to the entry of firms like Blackstone, maintaining confidence in its ability to secure attractive assets [33][34] Q&A Session Summary Question: How does the company view the future of capital deployment? - The company expects a baseline capital deployment of $2 billion to $2.5 billion, with potential for higher amounts depending on deal flow and opportunities [25][26] Question: What is the company's stance on equity investments? - The company does not plan to make equity investments a core part of its business but will consider them as a supplement when necessary [13] Question: How does the company assess the impact of competition on its investments? - The company differentiates itself by modeling the impact of competition effectively, as demonstrated in past investments like Tysabri [46][47] Question: What is the company's approach to sourcing deals? - The company engages in both incoming deal flow and proactive outreach to maintain relationships with potential partners [63][64]

Core Insights - Longleaf Partners Small-Cap Fund reported a return of 2.03% in Q3 2025, underperforming compared to the Russell 3000's 8.18% and the Russell 2000's 12.39% [1] Company Performance - Tripadvisor, Inc. (NASDAQ:TRIP) achieved a one-month return of 3.11% and a 52-week gain of 7.92%, closing at $15.27 per share with a market capitalization of $1.785 billion on December 01, 2025 [2] - The company reported a revenue growth of 4% in Q3 2025, totaling $553 million, with an adjusted EBITDA of $123 million, representing 22% of the revenue [4] Investment Highlights - Tripadvisor's performance was bolstered by growth in its Viator and TheFork businesses, alongside accretive share repurchases [3] - The stock price was positively influenced by activist investor Starboard filing a 13D, indicating potential paths for value realization [3] - Despite the positive outlook for Tripadvisor, the potential of certain AI stocks is noted to offer greater upside with less downside risk [4]

Core Viewpoint - Fitell Corporation has announced a share repurchase program to buy back up to $3 million of its ordinary shares over the next 24 months, aimed at enhancing shareholder value and strengthening community support [1][2][3]. Share Repurchase Program - The Board has approved a share repurchase program for up to $3 million of outstanding Class A ordinary shares over the next 24 months [2]. - The program allows for repurchases through open market purchases, block trades, or other means, with the actual timing and volume at management's discretion [7]. Company Overview - Fitell Corporation, through its subsidiary GD Wellness Pty Ltd, is an online retailer of gym and fitness equipment in Australia, serving over 100,000 customers [5]. - The company offers products under three proprietary brands: Muscle Motion, Rapid Motion, and FleetX, with over 2,000 stock-keeping units (SKUs) [5]. Strategic Goals - The company is focused on its near-term strategic goals, including e-commerce operations, AI-driven robotics development, and digital asset treasury management [3].

Core Viewpoint - Nexxen International Ltd. has announced a share repurchase of 427,500 Ordinary Shares at an average price of $7.11 in November 2025, with plans for a new repurchase program of up to $40 million following the current program's completion [1][3]. Group 1: Share Repurchase Details - The company repurchased 427,500 Ordinary Shares at an average price of $7.11 during November 2025 [1]. - As of November 30, 2025, Nexxen had 56,669,327 Ordinary Shares outstanding and approximately $10.8 million remaining under its current share repurchase authorization [2]. - Nexxen is seeking authorization for a new share repurchase program of up to $40 million, which will start after the current program ends, pending a 30-day creditor objection period and lender consent [3][4]. Group 2: Company Overview - Nexxen is a global advertising technology platform specializing in data and advanced TV, offering a flexible and unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [5]. - The company's capabilities encompass discovery, planning, activation, monetization, measurement, and optimization, designed to meet diverse advertising needs [5]. - Nexxen is headquartered in Israel and has offices in the United States, Canada, Europe, and Asia-Pacific, and is traded on Nasdaq under the ticker NEXN [6].

A month has gone by since the last earnings report for Sprouts Farmers (SFM) . Shares have added about 7.8% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Sprouts Farmers due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Sprouts Farmers Market, Inc. before we dive into how investors and a ...