Financial Data and Key Metrics Changes - Revenue increased to $14.4 billion, representing pro forma growth of 4% [11] - Adjusted EBITDA reached $1.1 billion, an increase of 5% year over year [11] - Adjusted diluted earnings per share rose to $2.22, up 11% [11] - Free cash flow totaled $516 million, supporting debt reduction objectives and bringing net leverage to 3.2 times [11][28] Business Line Data and Key Metrics Changes - Digital Solutions generated revenues of $1.5 billion for the quarter and $5.5 billion for the year, representing 11% and 7% growth respectively [26] - Global Engineering Solutions reported revenues of $2.4 billion for the quarter and $8.9 billion for the year, showing 9% and 2% growth respectively [27] Market Data and Key Metrics Changes - The company submitted $35 billion in bids, achieving a full-year book-to-bill ratio of 1.2 times and a quarterly ratio of 1.6 times [12] - Backlog grew 5%, reaching over $47 billion, with $20 billion in proposals awaiting awards [12] Company Strategy and Development Direction - Amentum aims to integrate and deliver advanced engineering and technology solutions across key markets, including defense, nuclear energy, intelligence, and space [6][10] - The company is focusing on core growth areas such as RDT&E, intelligence operations, and environmental remediation, while also targeting accelerating growth markets like space systems and digital infrastructure [17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's resilience and ability to adapt to changing customer priorities and government spending dynamics [15][23] - The outlook for fiscal year 2026 includes expected revenues in the range of $13.95 to $14.3 billion, with adjusted EBITDA projected between $1.1 to $1.14 billion [29][31] Other Important Information - The company has exited all transition service agreements and is on track to deliver at least $60 million in net run rate synergies by the end of fiscal year 2026 [10] - Amentum's diverse portfolio, with 20% of revenue tied to commercial and international work, provides insulation from sector volatility [15] Q&A Session Summary Question: Discussion on timing or one-time margin and cash flow dynamics in the quarter - Management noted that additional working days contributed approximately $20 million to cash flow, and they expect a strong cash flow trajectory with 12% growth in FY26 [34][35] Question: Multi-year margin progression and synergy targets - The company aims for 8.5 to 9% margins by FY28, with a target of exceeding $60 million in net run rate cost synergies by the end of FY26 [36][39] Question: Update on nuclear opportunities and growth areas - Amentum plays a critical role across the entire nuclear energy life cycle, with 17% of its business currently in this sector, and anticipates significant growth driven by demand for electricity and AI [58][59] Question: Timing and magnitude of potential divestitures and upcoming awards - Management expressed excitement about the current portfolio and indicated that they are evaluating growth opportunities while remaining committed to maximizing free cash flow per share [50][52]

Core Viewpoint - The company has not yet engaged in business cooperation with electric vehicle manufacturers in the field of battery swapping stations [1] Group 1 - The company is currently not involved in any partnerships related to battery swapping stations with electric vehicle manufacturers [1]

Core Insights - BioLargo, Inc. will present at the Noble Capital Markets' 21st Annual Emerging Growth Equity Conference on December 3rd, 2025, at 10:30 AM Eastern Time, where the President & CEO will discuss the company's financial results and business developments [1][2]. Company Overview - BioLargo, Inc. is a cleantech and life sciences innovator focused on sustainable technologies that address environmental challenges, including PFAS contamination, advanced water treatment, odor control, air quality improvement, energy efficiency, and infection control [4]. Event Details - The NobleCon 21 conference will feature hundreds of public company executives, keynote addresses, formal presentations, and networking opportunities, making it a premier event for emerging growth equity [2].

Core Insights - Jacobs Solutions reported revenue of $3.15 billion for the quarter ended September 2025, reflecting a year-over-year increase of 6.6% [1] - The earnings per share (EPS) for the quarter was $1.75, up from $1.37 in the same quarter last year, surpassing the consensus estimate of $1.67 by 4.79% [1] - The revenue exceeded the Zacks Consensus Estimate of $3.14 billion, resulting in a surprise of 0.55% [1] Financial Performance Metrics - Adjusted Net Revenues for Infrastructure & Advanced Facilities were reported at $1.92 billion, slightly below the estimated $1.93 billion [4] - Revenues from PA Consulting were $318.46 million, compared to the average estimate of $326.47 million, marking a year-over-year increase of 10% [4] - Segment Operating Profit for Infrastructure & Advanced Facilities was $254.03 million, exceeding the estimated $247.77 million [4] - Segment Operating Profit for PA Consulting was reported at $72 million, slightly below the estimated $74.75 million [4] Stock Performance - Shares of Jacobs Solutions have declined by 8% over the past month, while the Zacks S&P 500 composite has decreased by only 0.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Jacobs Solutions Inc. reported a 6.6% year-over-year increase in gross revenue for the fiscal fourth quarter of 2025, reaching $3.2 billion, while adjusted net revenue grew by 5.8% to $2.2 billion [1][9] - The company achieved a record backlog of $23.1 billion, with a trailing twelve months (TTM) book-to-bill ratio of 1.1x, indicating strong demand for its services [1][9] - Jacobs returned a record $1.1 billion to shareholders through share repurchases and dividends during fiscal 2025, reflecting a robust balance sheet and positive cash generation outlook [1][2] Fiscal Year 2025 Financial Highlights - Total revenue for fiscal 2025 was $12.0 billion, up 4.6% from $11.5 billion in fiscal 2024, with adjusted net revenue increasing by 5.3% to $8.7 billion [7][9] - GAAP net earnings from continuing operations were $313 million, a decrease of 48.9% year-over-year, primarily due to mark-to-market losses related to the company's investment in Amentum stock [9][19] - Adjusted EPS from continuing operations rose by 15.9% to $6.12, while GAAP EPS decreased by 46.1% to $2.58 [9][19] Fourth Quarter 2025 Review - In Q4 2025, Jacobs reported revenue of $3.2 billion, a 6.6% increase from $2.96 billion in Q4 2024, with adjusted net revenue of $2.2 billion, up 5.8% [6][9] - Adjusted EBITDA for Q4 was $324 million, reflecting a 12.0% increase year-over-year [9] - The effective tax rate from continuing operations was 28.6%, up from 18.9% in the previous year [6] Financial Outlook for Fiscal 2026 - The company anticipates adjusted net revenue growth of 6% to 10% for fiscal 2026, with adjusted EBITDA margin expected to range from 14.4% to 14.7% [3] - Adjusted EPS is projected to be between $6.90 and $7.30, and free cash flow margin is expected to be between 7.0% and 8.0% [3] Strategic Commentary - Jacobs' CEO highlighted strong performance across key sectors such as Life Sciences, Data Center, Water, Energy & Power, and Transportation, which are expected to drive growth in fiscal 2026 and beyond [2] - The CFO noted that the company exceeded its margin expansion targets and plans to continue returning capital to shareholders, supported by a strong balance sheet and cash generation outlook [2]

Core Insights - Swiss packaging company SIG has appointed Mikko Keto as its new CEO, effective in the first half of 2026, transitioning from his role as group CEO at FLSmidth [1][2] - Keto has a strong background in business transformation, having doubled FLSmidth's value during his tenure and previously held senior positions at Metso, Nokia Networks, and KONE [2][3] - The SIG Board chairman expressed confidence in Keto's ability to drive growth and innovation, aiming to create a simpler and more agile company [4] Company Overview - SIG, established in 1853, specializes in aseptic carton, bag-in-box, and spouted pouch packaging solutions [4] - The company reported revenue of €3.3 billion ($3.82 billion) in 2024 and produces 57 billion packs annually, employing 9,600 people across over 100 countries [5] - In November 2025, SIG's new DomeMini carton bottle format was introduced by SalzburgMilch, marking a significant innovation in mobile dairy consumption [5][6]

Earnings Reports - Home Depot Inc. is expected to report quarterly earnings of $3.85 per share on revenue of $41.14 billion [2] - Helmerich and Payne Inc. reported a loss of 1 cent per share for the fourth quarter, with quarterly sales of $1.012 billion, exceeding the analyst consensus estimate of $973.678 million [2] - Medtronic PLC is anticipated to post quarterly earnings of $1.31 per share on revenue of $8.87 billion [2] - Aecom is expected to report quarterly earnings of $1.34 per share on revenue of $4.31 billion [2] Stock Movements - Home Depot shares fell 0.4% to $356.70 in after-hours trading [2] - Helmerich and Payne shares dipped 8.2% to $25.34 in after-hours trading [2] - Medtronic shares rose 0.1% to $96.29 in after-hours trading [2] - Aecom shares gained 0.8% to $132.99 in after-hours trading [2] Mergers and Acquisitions - Akzo Nobel N.V. and Axalta Coating Systems Ltd. agreed to an all-stock merger of equals, resulting in Axalta Coating shares jumping 13.2% to $31.90 in after-hours trading [2]

Core Viewpoint - Momentum investing contrasts with the traditional "buy low and sell high" strategy, focusing instead on "buying high and selling higher" to capitalize on fast-moving stocks [1] Group 1: Momentum Investing Strategy - Investors following momentum investing often face challenges in determining the right entry point, as stocks may lose momentum if future growth does not justify their high valuations [1] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify these opportunities [2] Group 2: Mistras Group (MG) Analysis - Mistras Group (MG) has shown significant recent price momentum, with a four-week price change of 31.1%, indicating growing investor interest [3] - Over the past 12 weeks, MG's stock has gained 29.6%, and it has a beta of 1.26, suggesting it moves 26% more than the market in either direction [4] - MG has a Momentum Score of B, indicating a favorable time to invest based on its momentum characteristics [5] Group 3: Earnings Estimates and Valuation - MG has experienced upward revisions in earnings estimates, earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects as analysts raise their estimates [6] - The stock is currently trading at a Price-to-Sales ratio of 0.55, suggesting it is undervalued, as investors pay only 55 cents for each dollar of sales [6] Group 4: Additional Investment Opportunities - Besides MG, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting additional investment opportunities [7] - The Zacks Premium Screens offer over 45 different strategies tailored to help investors find winning stock picks [8]

Core Points - A class action lawsuit has been filed against KBR, Inc. on behalf of investors who acquired shares between May 6, 2025, and June 19, 2025 [1][2] - The lawsuit alleges that KBR misled investors regarding a contract with the U.S. Department of Defense's Transportation Command, despite internal concerns about the contract [3] - Following the announcement of the contract termination on June 19, 2025, KBR's stock price dropped by $3.85, or 7%, closing at $48.93 on June 20, 2025 [4] Company Overview - KBR, headquartered in Houston, is a global provider of science, technology, and engineering solutions for governmental and commercial clients [2] Legal Context - Investors who purchased KBR securities during the class period have until November 18, 2025, to seek appointment as lead plaintiff [2]

Financial Data and Key Metrics Changes - Stantec reported net revenue of CAD 1.7 billion in Q3 2025, an increase of almost 12% compared to Q3 2024, driven by organic and acquisition growth, each over 5% [2][7] - Adjusted EBITDA grew by close to 18% year over year, achieving a record margin of 19% [2][7] - Adjusted EPS increased by 17.7% to CAD 1.53 compared to Q3 2024 [2][8] - Year-to-date operating cash flows rose 86% from CAD 296 million to CAD 551 million [8] Business Line Data and Key Metrics Changes - The water business delivered almost 13% organic growth, while energy and resources achieved nearly 10% organic growth [2] - In the U.S., net revenue increased over 14% in Q3, driven by 4.6% organic growth and almost 9% acquisition growth [3] - The buildings business saw net revenue increase by more than 40% in Q3, attributed to the acquisition of Page and continued organic growth [3] Market Data and Key Metrics Changes - In Canada, net revenue grew 7.6% in Q3, entirely from organic growth, with double-digit growth in water and energy resources [4] - Global business delivered net revenue growth of almost 11% in Q3, achieving 5.5% organic and 2.8% acquisition growth [5] - The U.K., Australia, and New Zealand saw continued double-digit organic growth in the water business due to public sector investment [5] Company Strategy and Development Direction - Stantec maintains its net revenue growth guidance for the full year while increasing adjusted EBITDA margin outlook to 17.2%-17.5% [12] - The company aims to achieve net revenue of CAD 7.5 billion by the end of next year, supported by ongoing high levels of activity in its water business [14] - Stantec is optimistic about the long-term support for infrastructure investments following the recent federal budget release in Canada [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in strong momentum going into 2026, driven by ongoing demand in water, energy transition, and infrastructure projects [16][18] - The company acknowledges some near-term challenges in the U.S. market but remains optimistic about long-term growth drivers [28][30] - Management highlighted the importance of maintaining a diversified portfolio to mitigate risks associated with changing market conditions [32] Other Important Information - Stantec's contract backlog stood at CAD 8.4 billion, an almost 15% increase year over year, representing approximately 13 months of work [10] - The integration of the Page acquisition is progressing well, with expected revenue synergies already being realized [48][49] Q&A Session Summary Question: Outlook for 2026 - Management indicated strong momentum going into 2026, with continued support in water and infrastructure projects [16][18] Question: Canadian Infrastructure Opportunities - Management noted solid organic growth in Canada, particularly in land development and transportation projects, with strong public sector demand [20][22] Question: Concerns about Economic Indicators - Management acknowledged some uncertainty in the U.S. market but emphasized strong long-term demand drivers [28][30] Question: M&A Pipeline Update - Management confirmed ongoing discussions regarding potential acquisitions, maintaining a positive outlook for M&A activity [33][34] Question: Margin Sustainability - Management expressed confidence in continued EBITDA margin expansion, driven by organic revenue growth and operational efficiencies [54] Question: Exposure to Defense Sector - Management indicated limited exposure to the defense sector but sees potential growth opportunities in related infrastructure projects [57] Question: Free Cash Flow Performance - Management highlighted strong free cash flow performance due to effective working capital management and collection efforts [60]