Key Takeaways Terreno Realty achieved 22.6% higher cash rents on new and renewed leases in Q2 2025. In Q2 2025, TRNO reported 97.7% operating portfolio occupancy, up 170 bps year over year. TRNO acquired six properties for $123.5M and disposed of two properties for $114.5M in Q2 2025.Terreno Realty Corporation (TRNO) recently provided an update on its operating, investment and capital market activity for the second quarter of 2025. Per the second-quarter 2025 update, TRNO locked in higher rents on new and ...

Financial Performance - The company's total shareholder return was 347% in the five years ending December 2024[4] - The company's last twelve months (LTM) revenue was $6.6 billion[4] - The company's revenue compound annual growth rate (CAGR) from 2019 to LTM is 7%[4] - The Wood Products division's LTM revenue was $1.78 billion with a 15.1% LTM EBITDA margin, up from 8.8% in 2019[40] - The Building Materials Distribution (BMD) division's LTM revenue was $6.1 billion, with an 8.8% CAGR from IPO in 2013 to LTM[49] Capital Allocation and Share Growth - The company has invested $1.58 billion in the company via M&A/Capex and $1.35 billion in shareholder returns since 2019[4] - The company's sales per housing start have grown at a 5% CAGR[32] - The company's laminated veneer lumber (LVL) market share is 40% of industry production, and I-joist market share is 37% of industry production[41] Market Position and Strategy - Independent pro dealers account for 49% of the company's customer segments[36] - Engineered Wood Products (EWP) account for 62% of the Wood Products division's LTM sales[41] - General line products account for 43% of the Building Materials Distribution (BMD) division's LTM sales[50]

Key Takeaways HWM shares are up 65.6% YTD, beating the broader markets, and peers GE and RTX by wide margins. Commercial and defense aerospace demand drove strong Q1 sales and lifted earnings growth estimates. HWM's forward P/E of 47.65X exceeds industry and peers, raising valuation concerns despite growth tailwinds.Howmet Aerospace Inc.’s (HWM) investors have been witnessing some short-term gains from the stock of late. Shares of the advanced engineered solutions provider for the aerospace and transporta ...

4 July 2025 | 3:42PM CST Greater China Technology BT substrate pricing hike in 3Q driven by raising material cost; raise TP for all substrate players Most BT substrate prices increased by 5%-20% in early 3Q, driven mainly by the tightness of the key raw material T-glass (leadtime now is 15-20 weeks+ from 3-6 weeks normally, and the price went up by 10-20% if not LTA pricing in 2Q25) and the hike in gold pricing (spot price from ~US$2,700 per ounce in early 2025 to US$3,300 per ounce now; Exhibit 2) while T- ...

Key Takeaways Embraer shipped four A-29 Super Tucano aircraft to the Paraguayan Air Force for enhanced defense support. The A-29 offers multi-mission use, including border surveillance, air escort and pilot training. ERJ's Defense & Security segment saw 72% revenue growth and a $4.2B backlog in Q1 2025.Embraer S.A. (ERJ) recently disclosed that it has shipped four A-29 Super Tucano aircraft, out of a total of six units, to the Paraguayan Air Force. This advanced aircraft from Embraer will assist the Parag ...

Dublin, July 03, 2025 (GLOBE NEWSWIRE) -- The "Fiber Cement Market - Forecasts from 2025 to 2030" has been added to ResearchAndMarkets.com's offering.The fiber cement market, valued at USD 14.437 billion in 2025, is projected to grow at a CAGR of 4.28%, reaching USD 17.807 billion by 2030. This growth is driven by rising construction activities, strict regulations, and demand for eco-friendly products due to the material's resistance and fireproof traits. Market Trends The global expansion in the construc ...

MARKET: 📊The stablecoin market hit a new all-time high in June, growing 1.58%.That’s 21 straight months of growth, reinforcing stablecoins as one of crypto’s most consistent sectors. https://t.co/N8Wnxwt6zH ...

Appaloosa's billionaire chief is paring down his exposure to Wall Street's most-influential businesses in favor of a company whose key performance indicators are growing by double digits. The amount of data thrown investors' way can be overwhelming at times. Between earnings season -- the six- week period where most S&P 500-listed companies report their quarterly operating results -- and economic releases from the U.S. government, it can be tough to stay on top of Wall Street's market-moving events. For exa ...

Core Insights - Crocs Inc. is positioned for growth in the casual footwear market, despite its stock being down nearly 10% year-to-date and trading at a discount [3] - The company is one of the most profitable in the retail footwear space, with a strong focus on maintaining pricing power and brand image [4][12] Market Growth Potential - The casual footwear market is forecasted to grow at a compounded annual growth rate (CAGR) of 7.4% through 2030, with clogs specifically expected to grow at 11.4% CAGR [7] - Crocs defines its total addressable market (TAM) across three segments, all projected to grow globally through 2030 [5] Market Share and Expansion - Crocs has increased its global market share from 0.3% in 2018 to 1.0% in 2024, focusing on "Tier 1 Markets" such as the U.S., Western Europe, India, China, Japan, and South Korea [8] - The company aims to expand its direct-to-consumer (DTC) sales, which have grown from 45.1% of total revenue in 2022 to 49.7% in 2024 [10] Sales and Profitability - Crocs brand unit sales nearly doubled from 67 million in 2019 to 127 million in 2024, with the average selling price (ASP) increasing from $18 to $26 [13] - The company's revenue grew from $1.2 billion in 2019 to $3.3 billion in 2024, demonstrating strong sales growth [13] Financial Performance - Crocs has achieved a 14% annual growth in revenue and a 15% growth in net operating profit after tax (NOPAT) since 2006 [19] - The NOPAT margin improved from 4% in 2014 to 21% in the trailing twelve months (TTM), with return on invested capital (ROIC) rising from 5% to 22% over the same period [20] Shareholder Returns - The company has repurchased $2.1 billion in shares since 2019, representing 37% of its market cap, and has a remaining authorization of $1.3 billion for further repurchases [24][26] - If share repurchases continue at the same rate as 2024, it could represent 8.6% of the current market cap [25] Challenges and Strategic Focus - Crocs has withdrawn its full-year 2025 guidance due to uncertainties related to tariffs but has identified $50 million in potential savings to offset costs [30] - The company prioritizes maintaining margins over increasing sales volume, which supports a strong brand image [31] Valuation Insights - The current price implies that the market expects Crocs' NOPAT to decline by 20%, which may be overly pessimistic given the company's historical growth rates [33] - Scenarios suggest that shares could rise by over 20% even if tariffs impact margins, indicating potential upside in the stock price [36]

SINGAPORE, June 30, 2025 (GLOBE NEWSWIRE) -- Cuprina Holdings (Cayman) Limited (Nasdaq: CUPR) ("Cuprina" or "the Company"), a biomedical and biotechnology company dedicated to the development and commercialization of products for the management of chronic wounds and infertility, as well as cosmeceuticals for the health and beauty sector, today provided an update on progress achieved in relation to three studies carried out with institutes of higher learning. The studies, each one year in length, were aimed ...