So maybe just start at the top here, talk about -- I would assume you guys don't really have any like maybe just Middle East and any like exposure there just to kind of check the box on that one in the macro to get that kind of out of the way?Okay. Moving along here with Nick and John from Pentair. Guys, thanks for making it.Question-and-Answer Session Nicholas BrazisExecutive VP & CFO Yes. Really, no exposure in the supply chain to the Strait, no near-term concerns with what's going on over there as far a ...

According to a Securities and Exchange Commission (SEC) filing dated Feb. 17,  G2 Investment Partners Management LLC reported a new stake in Xometry Xometry (NASDAQ:XMTR), acquiring 221,679 shares. New position in Xometry Post-trade stake: 221,679 shares valued at $13.2 million Position represents 3.1% of the fund’s AUM What else to know Top holdings after the filing: NASDAQ: DAVE: $29.4 million (7.0% of AUM) NYSE: PACK: $18.1 million (4.3% of AUM) NASDAQ: AEIS: $17.3 million (4.1% of AUM) ...

lululemon athletica inc. Announces Fourth Quarter and Full Year Fiscal 2025 Results Mar 17, 2026 4:06 PM Eastern Daylight Time lululemon athletica inc. Announces Fourth Quarter and Full Year Fiscal 2025 Results Share Fourth quarter revenue increased 1% to $3.6 billion. Diluted EPS of $5.01 Full year revenue increased 5% to $11.1 billion. Diluted EPS of $13.26 VANCOUVER, British Columbia--(BUSINESS WIRE)--lululemon athletica inc. (NASDAQ:LULU) today announced financial results for the fourth quarter and fisc ...

Results for fiscal year 2025 March 17, 2026 Net income, Group share: €348 million Proposed ordinary dividend of €0.08 and exceptional dividend of €1.5 per share Revenue: €2,926 million, -9% at constant scope and exchange rates. Adjusted operating income (EBITA(1) (2)): €286 million including the results of the equity-accounted associates UMG, Canal+, Louis Hachette Group, Havas and Vivendi for the full year 2025. Net income: €351 million, compared with €1,840 million in 2024, which included the ...

Core Viewpoint - Artisan Small Cap Fund reported strong absolute returns in Q4 2025, outperforming both the Russell 2000® Growth Index and the Russell 2000® Index, despite elevated market volatility and shifting sentiment influenced by various geopolitical and economic factors [1]. Group 1: Fund Performance - The Fund seeks to invest in companies with franchise characteristics, strong earnings trajectories, and trading at a discount to estimated private market value [1]. - In Q4 2025, the market leadership shifted back to companies with durable profit cycles, and the Fund's portfolio delivered strong results across all segments [1]. - For the full year 2025, the Fund generated strong results but trailed both the Russell 2000® Growth Index and the Russell 2000® Index [1]. Group 2: Focus on Flex Ltd. - Flex Ltd. (NASDAQ:FLEX) is highlighted as a notable stock in the Fund's fourth-quarter investor letter, providing technology innovation, supply chain, and manufacturing solutions [2]. - As of March 16, 2026, Flex Ltd. closed at $64.45 per share, with a one-month return of 0.40% and a twelve-month increase of 85.90%, and a market capitalization of $23.9 billion [2]. - The Fund began trimming its position in Flex Ltd. during the quarter as its market capitalization exceeded the small cap mandate, while still viewing management favorably for its focus on high-margin segments [3]. Group 3: Hedge Fund Interest - Flex Ltd. was held by 62 hedge fund portfolios at the end of Q4 2025, an increase from 60 in the previous quarter, indicating growing interest among institutional investors [4]. - Despite acknowledging Flex Ltd.'s potential, the Fund believes that certain AI stocks may offer greater upside potential and carry less downside risk [4].

Bank of America Global Industrials Conference 2026 Safe Harbor This presentation contains "forward - looking statements" intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995 . In addition, the accompanying conference call may include, and officers and representatives of ITT may from time to time make and discuss, projections, goals, assumptions, and statements that constitute "forward - looking statements" . These forward - looking statem ...

Company Overview - 3M is described as a "boring but important" company, producing essential products like household items and safety equipment, which are critical to modern life [4][5] - The company is not known for explosive growth but is valued for stability and regular returns [6] Financial Performance - In 2025, 3M's revenue grew by 1.5% to $24.9 billion, breaking a streak of revenue declines from 2022 to 2024 [7] - The adjusted operating margin increased by 200 basis points to 23.4% [7] - Despite these positive signs, 3M's earnings per share (EPS) fell by 10% for the year, although Q4 showed a potential recovery with a 9% increase in adjusted EPS [7][8] Market Position - 3M's stock price fluctuated between $120 and $200 since 2016, and it has risen 96% since hitting a low in February 2024 [6][8] - The current market capitalization of 3M is $79 billion, with a current stock price of $149.90 [10] Industry Overview - Cameco is the second-largest uranium miner globally, producing 15% of the world's uranium supply in 2025 [11] - The company operates high-quality mines, including McArthur River/Key Lake and Cigar Lake, which have significant reserves [11] Financial Performance of Cameco - Cameco's revenue for 2025 totaled $3.48 billion, an 11% increase from 2024, with adjusted EPS climbing 114% over the previous year [14] - The company maintains a net profit margin of 16.9% and a low debt-to-equity ratio of 0.14, indicating a healthy balance sheet [15] Market Position of Cameco - The current market capitalization of Cameco is $48 billion, with a stock price of $110.31 [17] - The price of uranium is currently around $85 per pound, providing Cameco with a solid margin given its production cost of approximately $15 per pound [12]

He also described how he protected time for strategic thinking. Cote said leaders can become “a victim of your calendar,” and cited a principle: “Beware of letting the urgent get in the way of the important.” To counteract that dynamic, he said he would block off roughly three days per month where no meetings could be scheduled. Some of those days were used for unannounced visits to facilities or customers. In addition, he described setting aside two to three days per year for what he called “Blue Book” day ...

Every few years investors rediscover something that should have been obvious all along. Right now that rediscovery is happening in international value stocks. After more than a decade of near-religious devotion to U.S. growth stocks, investors are finally beginning to notice that the rest of the developed world did not stop producing profitable companies simply because Silicon Valley captured the market’s imagination.For most of the last 15 years, global investors have behaved like baseball fans who insist ...

U.S. stocks traded higher this morning, with the Dow Jones index gaining more than 500 points on Monday.Following the market opening Monday, the Dow traded up 1.14% to 47,091.01 while the NASDAQ rose 1.38% to 22,411.52. The S&P 500 also rose, gaining, 1.24% to 6,714.50.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsFinancial shares climbed by 1.6% on Monday.In trading on Monday, energy stocks rose by just 0.2%.Top HeadlineThe NY Empire State ...