Core Insights - Crane reported exceptional fourth-quarter results for 2025, with adjusted EPS of $1.53, a 21% increase year-over-year, and full-year adjusted EPS growth of 24% compared to 2024, driven by strong performance in aerospace and advanced technologies [2][3][5] Financial Performance - The company achieved a 5.4% growth in core sales for Q4 and a 16% increase in adjusted operating profit, attributed to higher productivity and favorable pricing net of inflation [1][2] - Adjusted free cash conversion reached 102% for the year, indicating strong cash performance [1] - The adjusted operating margin for Process Flow Technologies expanded by 170 basis points to 22%, despite flat sales and softer chemical orders [5][7] Segment Highlights - Aerospace and Advanced Technologies (AAT) saw a 15% increase in Q4 sales to $272 million, with a record backlog exceeding $1 billion, up 25% year-over-year [6][8] - Process Flow Technologies (PFT) reported flat sales of $309 million in Q4, with core sales down 1.5%, but still managed to expand margins due to productivity and pricing [7][8] Acquisitions and Integration - Crane completed multiple acquisitions at the start of 2026, including Reuter-Stokes, Panametrics, Druck, and Optek-Danulat, which are expected to be slightly accretive to earnings in 2026 [4][9][10] - The integration of these businesses is progressing well, with expected cost and growth synergies [10] Leadership Transition - Alex Alcala will become CEO on April 27, 2026, with Max Mitchell transitioning to Executive Chairman [11] 2026 Guidance - Crane provided initial adjusted EPS guidance for 2026 of $6.55 to $6.75, reflecting a change in non-GAAP presentation to exclude acquisition-related intangible amortization [12] - The company anticipates Q1 2026 to be seasonally soft, with earnings weighted 45% to the first half and 55% to the second half of the year [13] Market Outlook - AAT is expected to achieve core sales growth at the high end of the long-term growth assumption of 7% to 9% in 2026, while PFT is projected to have flat to low single-digit core growth due to sluggish orders [16][17] - The nuclear sector is viewed as an increasingly attractive area for growth, particularly following the acquisition of Reuter-Stokes [18]

Strategy continued buying Bitcoin last week, but the company’s latest acquisition marked a deceleration from the previous two additions. https://t.co/GEAmmqaKoR ...

Strategy announced the acquisition of 2,932 BTC for approximately $264 million, at an average price of approximately $90,100 per bitcoin. As of January 25, 2026, Strategy holds a total of 712,647 BTC, acquired for a cumulative investment of approximately $541.9 billion at an average cost of approximately $76,000 per bitcoin.https://t.co/Vz0v8WxECE ...

FCC Chairman Brendan Carr sees “legitimate competition concerns” in Netflix’s proposed acquisition of Warner Bros.’s studios and streaming businesses, concerns he doesn’t share if Paramount were to acquire those assets https://t.co/H10PxbVfN3 ...

What to know about Netflix’s landmark acquisition of Warner Bros https://t.co/pWt0rDbmDG ...

Let's get into it. I mean, the obvious question to many last night was the timing. But $5.15% billion is a pretty steep discount to the valuation you raise money at in 2022, which was $12 billion.What what do you think that signals the timing and also the the value. You agreed. Yeah.Thanks for having me. We're really excited about this news. And, you know, this is a really special combination.First, it's as you mentioned, it's the largest bank fintech deal in history. And really, the the way we thought abou ...

Core Viewpoint - Star Equity Holdings, Inc. has proposed a merger with GEE Group, Inc. to enhance shareholder value, but GEE Group has not responded to the proposal despite multiple outreach attempts [1][2][8]. Group 1: Proposal Rationale - GEE Group should consider merging with a larger entity to avoid the pitfalls of remaining a small public company, which incurs high SG&A expenses relative to revenue [2]. - The merger would eliminate duplicative public company costs and create potential cost-saving synergies, enhancing overall performance [2]. - GEE Group's previous acquisitions have underperformed, suggesting that it should focus on being a seller rather than a buyer [2]. Group 2: Financial Performance Concerns - GEE Group's revenue for FY 2025 was $96.5 million, a 41.6% decline from FY 2022 and a 9.8% decline from FY 2024 [3]. - The company reported net losses of $58.8 million over the last two years, including $36.2 million from goodwill impairment, indicating overpayment for past acquisitions [3][4]. - The stock price has declined nearly 92% from five years ago, reflecting market concerns over GEE Group's financial performance and capital allocation [5]. Group 3: Market Sentiment and Management Strategy - GEE Group's stock has traded close to its cash per share since April 2025, signaling a loss of market confidence in its financial and operational strategies [5]. - Despite the stock's decline, GEE Group's management has expressed a preference for acquisitions over share repurchases, which could be detrimental to shareholder value given the high multiples in the staffing industry [6]. - The market sentiment indicates skepticism regarding the board's commitment to enhancing shareholder value through disciplined capital management [6]. Group 4: Benefits of the Proposed Merger - The merger with Star Equity is expected to create significant value for both GEE Group and Star Equity shareholders through operational efficiencies and reduced overhead costs [9][12].

Core Insights - NRG Energy, Inc. is valued at $29.1 billion and operates a diverse portfolio of power-generating facilities, with an upcoming announcement of its fiscal fourth-quarter earnings for 2025 [1] Financial Performance - Analysts expect NRG to report a profit of $1.19 per share for the upcoming quarter, a decrease of 21.7% from $1.52 per share in the same quarter last year [2] - For the full fiscal year, analysts project an EPS of $8.08, which represents a 21.7% increase from $6.64 in fiscal 2024, and an expected rise to $10.24 in fiscal 2026, reflecting a year-over-year growth of 26.7% [3] Stock Performance - NRG's stock has outperformed the S&P 500 Index, gaining 42.5% over the past 52 weeks compared to the index's 13.3% increase, and also surpassed the Utilities Select Sector SPDR Fund's 9% gains during the same period [4] Strategic Moves - The acquisition of assets from LS Power is expected to double NRG's natural gas generation capacity, positively impacting its performance [5] Analyst Ratings - The consensus opinion on NRG stock is moderately bullish, with a "Moderate Buy" rating. Out of 13 analysts, nine recommend a "Strong Buy" and four suggest a "Hold." The average analyst price target is $211.64, indicating a potential upside of 42.1% from current levels [6]

How far are you willing to go to acquire Greenland. >> You'll find out. >> If you move ahead um with the the Greenland related tariffs on Europe, you secured almost a trillion dollars of commitments from them to invest in the United States.Does that go put out the window if that happens. >> Uh I doubt it. Look, they want to they need that agreement very badly with us.They really do. They they fought very hard to get it. So I doubt that.But we'll see what happens. We have a lot of meetings scheduled on Green ...

Core Viewpoint - Netflix is facing significant investor concerns regarding its planned acquisition of Warner Bros. Discovery for $72 billion, despite expectations of strong fourth-quarter earnings driven by popular content like Stranger Things and Squid Games [1][2]. Group 1: Acquisition Concerns - The acquisition of Warner Bros. Discovery represents Netflix's first major acquisition, raising doubts about whether its growth-oriented culture can integrate with Warner's slower operational pace [2]. - The deal will add substantial debt to Netflix's balance sheet, which could impact its financial stability [2]. - There are fears that regulatory challenges could delay or derail the acquisition, particularly with potential political opposition [3]. Group 2: Market Reaction - Since the announcement of the acquisition on December 5, Netflix shares have dropped by 15%, contrasting with a 1.5% increase in the S&P 500 [4]. - Analysts are concerned that Netflix may guide 2026 profits below market expectations, which could undermine confidence in its growth narrative [5]. - Jefferies analyst James Heaney highlighted the need for Netflix to achieve at least 16% revenue growth in Q4 and maintain an operating margin of 32-33% for FY26 to reassure investors about future earnings potential [5].