Search documents
Meta says it won't chop the bottom 5% performers this year
Business Insider· 2026-02-13 19:20
Meta says it will not have a fresh round of performance-based layoffs, even as a smattering of online chatter has raised questions about whether the social media giant will quietly restart its performance-driven purge. "These are individual cases not related to any company wide initiatives," a Meta spokesperson told Business Insider when asked about a recent restructuring. "For example we are not doing any 5% low performers like we did last year."That's a notable shift in tone from early 2025, when Busines ...
Thank ‘Too Late' Jerome Powell for the jobs and inflation beats
MarketWatch· 2026-02-13 19:20
Opinion: Thank 'Too Late' Jerome Powell for the jobs and inflation beats - MarketWatch## Brett Arends's ROI# Opinion: Thank 'Too Late' Jerome Powell for the jobs and inflation beats## Will the president's Federal Reserve nominee Kevin Warsh be as tough?Published: Feb. 13, 2026 at 2:20 p.m. ETShareResizeAmerica wins because the Fed chairman refused to kowtow to the Oval Office. Photo: Agence France-Presse/Getty ImagesThe big news from the economy this week is that [inflation is coming down], the [jobs market ...
Twilio Shows Durable Profitability Even With Fee Headwinds: Analyst
Benzinga· 2026-02-13 19:20
Twilio Inc. (NYSE:TWLO) stock rose Friday after the cloud communications platform delivered a decisive fourth-quarter earnings beat and issued stronger-than-expected 2026 guidance.Rosenblatt maintained a constructive stance on the stock, citing accelerating demand and growing traction in AI-driven communications.Strong Q4 Beat Signals Demand Re-AccelerationAnalyst Catharine Trebnick maintained a Buy rating on Twilio and a $180 price forecast.Trebnick said Twilio delivered a strong fourth-quarter beat, showi ...
SpaceX向上市冲刺:拟IPO用双重股权结构,与xAI合并后考虑重组债务
Hua Er Jie Jian Wen· 2026-02-13 19:18
新近报道显示,SpaceX正为今年晚些时候的IPO做最后冲刺,这家估值超万亿美元的航天巨头选择了一 条不寻常的路径:通过双重股权结构巩固马斯克的控制权,同时解决与xAI合并后积累的沉重债务负 担。据报道,这两项举措都将在可能募资高达500亿美元的上市交易进行前完成。 据2月13日周五的报道,SpaceX正考虑在IPO中采用双重股权结构,赋予特定股东额外投票权。这一安 排将使马斯克即便持有少数股权,也能保持对公司的绝对控制。知情人士称,公司目前还在增加董事会 成员,以此协助推进上市进程,并推动马斯克在核心火箭及卫星业务之外的太空野心。 周五稍早的报道称,马斯克合作的银团正在商讨一项融资方案,旨在重组SpaceX与xAI合并后产生的债 务问题。马斯克通过收购现名为X的推特并将创立人工智能(AI)开发公司xAI,累计背负了近180亿美 元债务。这项尚未最终定稿的融资交易预计将在IPO前帮助合并后的巨头减轻债务重负。 这两项举措凸显了SpaceX在上市前面临的复杂挑战:既要保护创始人的决策权,又要处理好与高风险 AI业务合并后的财务包袱,同时向投资者推介一个清晰的增长故事。 双重股权护城河 双重股权结构是SpaceX ...
华尔街怎么看1月CPI?通胀担忧暂歇,今年三次降息几率升至五成
Hua Er Jie Jian Wen· 2026-02-13 19:18
在往常通胀升温的年初时间段,美国的通胀数据却温和增长,核心CPI同比增速回落至将近五年来最低水平,显示价格压力持续缓解。这一超预期的通胀 降温表现提振了市场对美联储今年降息的预期,债市交易员将年内三次降息的几率推升至五成。尽管部分服务类价格仍显黏性,但整体数据为美联储后续 政策调整打开空间。 美国劳工部统计局(BLS)13日周五公布,1月CPI同比增长2.4%,为去年5月以来最低增速,低于12月增速2.7%和市场预期的2.5%;1月核心CPI同比增长 2.5%,为2021年3月以来最低增速。有"新美联储通讯社"之称的记者Nick Timiraos指出,1月核心CPI环比增幅略低于部分预期,同比增速连续放缓。 CPI数据公布后,美股期货上涨,美国国债价格转涨、收益率抹平升幅转降,美元转跌。对利率敏感的两年期美债收益率一度降6个基点至3.40%,创2025 年10月以来将近两个月新低。 CPI公布后,交易员预计的今年合计降息幅度从周四的58个基点升至63个基点,相当于有50%的几率在今年年底前降息三次。市场预期4月降息的概率为 30%,6月降息概率超过80%。 这份温和的CPI通胀报告公布前两天,刚刚出炉了增长强 ...
下周决定特朗普关税命运日?美最高法院2月20日公布新一批裁决意见
Hua Er Jie Jian Wen· 2026-02-13 19:18
美国最高法院将于2月20日公布新一批裁决意见,这意味着,特朗普政府标志性关税政策的命运可能最 早下周五揭晓。如果裁决推翻相关关税,将成为特朗普重返白宫以来遭遇的最大法律挫败,并影响目前 每月进口商的超过160亿美元关税成本。 2月13日本周五的报道指出,在美国最高法院已确定2月20日、24日和25日为意见发布日。关税案是2025 年10月或11月审理但尚未裁决的12个案件之一。该案涉及美国总统特朗普2025年4月2日公布的所谓对等 关税。以及特朗普以未能有效管控芬太尼等非法药品出口为由,对加拿大等国征收的关税。 最高法院正在审查特朗普援引1977年《国际紧急经济权力法》(IEEPA)征收关税的合法性。联邦政府 数据显示,这些存在争议的关税每月给进口商造成超过160亿美元的成本。彭博经济学家Chris Kennedy 估计,到2月20日,根据IEEPA征收的关税总额可能超过1700亿美元。 在2025年11月5日的最高法院听证会上,来自不同派别的多位大法官均对总统是否有权单方面征收关税 表达了高度怀疑。一些关键大法官暗示他们认为特朗普越权。至少多数法官对政府依靠宣布紧急状态实 施无限制的全球性关税持保留意见。 ...
X3 Holdings股价波动显著,财务亏损持续
Jing Ji Guan Cha Wang· 2026-02-13 19:18
股价在2月11日单日上涨9.22%,收盘报0.23美元,但随后两个交易日连续下跌:2月12日跌幅达15.56% 至0.19美元,2月13日进一步下跌4.21%至0.18美元。近5日累计跌幅为33.96%,区间振幅为27.64%,成 交量和成交额在2月11日异常放大(换手率200.89%),显示短期投机性交易活跃。最新数据显示,截至2 月13日,总市值约500万美元,市净率为0.12。 财报分析 根据最新财报(数据截至2026年2月12日),公司营收为298万美元,净利润亏损1638万美元,每股收益 为-5.77美元,毛利也为负值。这表明公司仍处于深度亏损状态,主营业务盈利能力不足。 经济观察网X3Holdings(XTKG.US)近一周股价先涨后跌,整体呈下跌趋势,公司财务仍处于深度亏损状 态。 近期事件 近7天(2026年2月7日至13日),X3Holdings(XTKG.US)股价波动显著,先经历大幅上涨后回调,整体呈 现下跌趋势。公司财务亏损状态持续,且无机构评级覆盖,市场关注度较低。 股票近期走势 以上内容基于公开资料整理,不构成投资建议。 ...
朴荷生物科技股价剧烈波动,近期累计跌幅近18%
Jing Ji Guan Cha Wang· 2026-02-13 19:18
以上内容基于公开资料整理,不构成投资建议。 朴荷生物科技(BYAH.OQ)近7天(2026年2月7日至13日)股价呈现剧烈波动:2月9日单日上涨23.81%至 0.10美元,但随后连续下跌,截至2月13日最新股价为0.07美元,区间累计跌幅达17.86%。成交方面,2 月9日成交额达94.97万美元,但2月13日缩量至5.05万美元,显示市场活跃度下降。根据乐风资本2026年 2月9日的周报,该股当周位列中概股跌幅前五,跌幅15.75%,年初至今累计下跌56.92%。 经济观察网朴荷生物科技(BYAH.US)近期股价波动显著,公司业务主要集中于护肤品和化妆品市场,通 过加盟模式在中国运营"Park Ha"品牌。另据财华智库网2026年2月6日的分析,公司此前计划在纳斯达 克IPO(股票代码PHH),预计发行价区间为5-7美元,但当前股价远低于该区间。近7天无其他重大公司 事件公告。 股票近期走势 ...
Carlisle(CSL) - 2025 Q4 - Annual Report
2026-02-13 19:18
Financial Performance - Carlisle generated revenues of $5,019.9 million in 2025, a slight increase of 0.3% from $5,003.6 million in 2024[88]. - Operating income decreased to $1,002.5 million in 2025, down 12.3% from $1,143.1 million in 2024, resulting in an operating margin of 20.0%[88]. - The company reported an adjusted EBITDA of $1,225.4 million in 2025, with an adjusted EBITDA margin of 24.4%, down from 26.6% in 2024[88]. - Net income for 2025 was $740.7 million, a decrease of 43.5% from $1,311.8 million in 2024[131]. - Income from continuing operations for 2025 was $742.5 million, down from $865.1 million in 2024, reflecting a decline of 14.2%[131]. - Adjusted EBITDA for 2025 was $1,225.4 million, compared to $1,332.7 million in 2024, representing a decrease of 8.0%[131]. - Total revenues for 2025 increased slightly to $5,019.9 million from $5,003.6 million in 2024, showing a growth of 0.3%[131]. - Adjusted EBITDA margin decreased to 24.4% in 2025 from 26.6% in 2024[131]. - Operating income for the CCM segment in 2025 was $997.2 million, down from $1,084.3 million in 2024, a decline of 8.0%[131]. - Adjusted EBIT for the CWT segment in 2025 was $121.0 million, compared to $180.0 million in 2024, a decrease of 32.8%[131]. Cash Flow and Investments - Carlisle's operating cash flow exceeded $1 billion in 2025, providing balance sheet flexibility for capital deployment[83]. - Net cash provided by operating activities in 2025 was $1.1 billion, an increase of $71.5 million compared to 2024[106]. - Net cash used in investing activities in 2025 was $240.4 million, primarily due to acquisitions of ThermaFoam for $53.7 million and Bonded Logic for $61.4 million[108]. - Net cash used in financing activities in 2025 was $503.7 million, mainly from share repurchases of $1.3 billion and cash dividend payments of $181.1 million[110]. - The company experienced a $136.9 million decrease in working capital uses in 2025 compared to 2024, attributed to steady inventory levels[107]. - The net cash provided by operating activities was primarily driven by lower working capital uses of $115.7 million[106]. Expenses and Taxation - Selling and administrative expenses rose by 3.1% to $745.4 million in 2025, attributed to recent acquisitions and increased wage expenses[91]. - The effective tax rate for 2025 was 21.7%, a slight decrease from 22.1% in 2024, reflecting lower pre-tax income[95]. - Research and development expenses increased by 33.1% to $47.1 million in 2025, reflecting a focus on new product development[92]. Market Outlook and Risks - Carlisle expects challenging market conditions to persist into the first half of 2026 but remains committed to operational excellence and shareholder value[87]. - The company is exposed to foreign currency exchange risks primarily with the Canadian Dollar, Euro, British Pound, and Chinese Renminbi[135]. - The company had no derivative financial instruments in place to manage commodity price risks as of December 31, 2025[137]. Goodwill and Impairment - The total goodwill allocated to reporting units as of December 31, 2025, was $1.5389 billion, an increase from $1.4780 billion in 2024[117]. - The impairment test for goodwill indicated that it is not likely that the fair value of reporting units is less than their carrying values, thus no quantitative analysis was performed[118]. - The company utilized a qualitative approach for the annual impairment test of indefinite-lived intangible assets, with the Henry trade name tested using a quantitative approach[123]. - The company recorded a valuation allowance of $52.0 million on deferred tax assets related to certain U.S. federal, state, and foreign net operating loss carryforwards[128].
联合利华股价创历史新高,业绩超预期与战略转型成效显著
Jing Ji Guan Cha Wang· 2026-02-13 19:18
公司宣布2026年启动15亿欧元股票回购计划(第二季度执行),并预计全年基础销售额增长处于4%-6%区 间下限,销量增长至少2%。稳健指引叠加回购计划,提振市场信心。 股票近期走势 财报发布后(2月12日),单日成交量放大至813万股,反映投资者对转型策略认可。2月13日股价收于 74.79美元,当日上涨1.81%,成交金额达3.70亿美元,量比1.77,显示资金活跃度攀升。 股票近期走势 经济观察网联合利华(UL.N)股价在2026年2月13日创下历史新高的主要原因,可归纳为以下四方面: 业绩经营情况 2025年第四季度基础销售额增长4.2%,高于市场预期的4%,其中销量增长2.1%、价格增长2.0%,显示 增长由销量驱动,质量提升。全年营业利润同比增长2.4%至90亿欧元,净利润增长2.9%至62亿欧元, 利润率保持稳定。高增长业务(美容与健康、个人护理)全年基础销售额分别增长4.3%和4.7%,贡献超 50%营收,成为核心引擎。 战略推进 冰淇淋业务于2025年12月完成分拆,集团资源进一步向高毛利的美妆个护领域倾斜,品牌组合优化 15%。新兴市场改善显著,中国市场在2025年下半年业绩回暖,第四季度实 ...