GRAND CAYMAN, Cayman Islands, Oct. 08, 2025 (GLOBE NEWSWIRE) -- Patria (Nasdaq:PAX) announced today that it will release financial results for the third quarter 2025 on Tuesday, November 4, 2025, and host a conference call via public webcast at 9:00 a.m. ET. To register, please use the following link: https://edge.media-server.com/mmc/p/wiryon5e. For those unable to listen to the live broadcast, there will be a webcast replay on the Shareholders section of Patria’s website at https://ir.patria.com/. Patria ...

Company Overview - Bowman Consulting Group Ltd. is a national engineering services and program management firm headquartered in Reston, Virginia [2] - The company employs approximately 2,500 individuals and operates across 100 locations in the United States [2] - Bowman provides a wide range of services including planning, engineering, geospatial, construction management, commissioning, environmental consulting, and land procurement [2] Conference Participation - Bowman Consulting Group will participate in D.A. Davidson's 24th Annual Diversified Industrials & Services Conference scheduled for September 17-19 [1] - The conference will take place at The Four Seasons Hotel in Nashville, Tennessee [1]

DEX (Decentralized Exchange) - Starknet ecosystem features various DEXs, including CLOB (Central Limit Order Book) exchanges like RemusDEX and LayerAkira [1] - Aggregators such as FibrousFinance, RocketXexchange, avnu_fi, and OpenOceanGlobal enhance liquidity and offer optimal pricing across multiple chains [1] - Paradex offers CEX-grade speed with zk-privacy and unified margin [1] - WhalesMarket enables on-chain trading of pre-TGE tokens, airdrops, and points [1] Bridge - StarkGate is the official bridge for secure asset transfers between Ethereum and Starknet [2] - Cross-rollup bridges like Orbiter_Finance and Owlto_Finance facilitate asset transfers between Starknet, Ethereum, and other L2s [2] - Layerswap enables direct bridging between centralized exchanges and Layer 2s [2] - Rhinofi offers fast stablecoin bridging across chains [2] - Retro_bridge provides AI-powered multichain bridging across EVM and non-EVM chains [2] - Chaineye_tools offers a zero-fee bridge [4] AMM (Automated Market Maker) & Derivatives - EkuboProtocol is a high-performance AMM on Ethereum & Starknet [4] - CarmineOptions provides an on-chain AMM for options trading [4] - Extendedapp offers a decentralized perpetuals exchange on Starknet [4] Lending & Staking - Vesuxyz is a modular lending protocol on Starknet [4] - Nostrafinance is an all-in-one DeFi hub offering lending, borrowing, swapping, and bridging [4] - Endurfi allows staking STRK to earn rewards [4] Wallet - myBraavos is a self-custodial wallet supporting Starknet, Bitcoin, ETH, and more [5] - ready_co provides a gateway to Starknet DeFi [5] - BitgetWallet is an all-in-one Web3 wallet with over 80 million users [5] - dynamic_xyz powers user access to Starknet and multi-chain apps [5] Infrastructure - 0xvoyageronline is a Starknet explorer [5] - redstone_defi provides oracles for scalable DeFi [5] - NethermindStark is building Starknet's scalability infrastructure [5] - BlastAPI is a multichain API platform [5] - Infura_io is a Web3 API suite powering over 400 thousand developers [5] - Alchemy offers an all-in-one toolkit for on-chain app development [5] - Footprint_Data focuses on on-chain data analytics [5] - CalimeroNetwork enables building secure apps with encrypted data [5]

Core Insights - Unusual Machines (UMAC) and Stantec (STN) are both engineering-focused companies innovating in the infrastructure and industrial tech sectors [1] - This comparative analysis aims to assist investors in evaluating the current situation of these companies to identify potential stock opportunities [2] Unusual Machines (UMAC) - The U.S. drone market is expected to grow at a CAGR of 12.5% from 2024 to 2033, benefiting UMAC as demand for high-tech aerial systems increases [3] - UMAC reported a 59% year-over-year increase in revenue for Q1 2025, with a gross margin of 24% despite tariff impacts, indicating effective cost optimization [4] - Government initiatives, such as the Drones for America Act, position UMAC to gain from defense sector contracts, especially with a production facility set to deliver in September 2025 [5] - However, UMAC faced a net loss of $3.3 million and an operating cash outflow of $1.2 million in Q1 2025, raising concerns about achieving positive cash flow in the next four to six quarters [6] Stantec (STN) - STN is experiencing growth due to rising demand for infrastructure, water security, and climate-resilient solutions, driven by smart city initiatives and infrastructure investments [7] - In Q1 2025, STN achieved a 13.3% year-over-year growth in net revenues, with organic revenue growth of 5.9% in the U.S. [7] - STN's Canadian revenues grew by 15% year-over-year, supported by wastewater projects and industrial developments, while the U.K. water business saw a 20% revenue increase [8] - The company demonstrated strong margin expansion, with project margins increasing by 10 basis points and adjusted EBITDA margins improving by 70 basis points [9] Financial Estimates - The Zacks Consensus Estimate for UMAC's 2025 sales is $10.4 million, indicating an 86.5% year-over-year increase, with a projected loss of 36 cents per share [11] - For STN, the 2025 sales estimate is $4.8 billion, reflecting an 11.4% year-over-year growth, with earnings expected to be $3.86 per share, a 19.5% increase [13] Valuation Comparison - STN trades at a price-to-book ratio of 5.96X, while UMAC trades at 19.21X, indicating that STN offers a more attractive valuation despite both companies trading at premiums compared to historical valuations [10][14] - The analysis suggests that STN is a buy due to its strong global infrastructure business and margin performance, while UMAC is rated as a hold due to its high valuation [16]

Financial Data and Key Metrics Changes - The company has a long-term view on inflation and interest rates, expecting them to remain higher for longer, which aligns with historical trends [4][5][9] - The company has $116 billion of dry powder available for investment, indicating strong capital reserves for future opportunities [7] Business Line Data and Key Metrics Changes - The private equity portfolio is marked at over 60% at more than 1.5 times the cost, while public names are marked at an average of four times the cost, reflecting strong performance [18][19] - The company has been actively exiting investments, including sales in Japan and infrastructure, contributing to a mature portfolio [19] Market Data and Key Metrics Changes - More than 70% of the company's deployment in infrastructure over the last five years has been outside the United States, showcasing a global investment strategy [34] - The company has seen a shift in investor sentiment, with a more balanced approach to global allocations, particularly towards Europe and Asia [36] Company Strategy and Development Direction - The company is focusing on building portfolios that can navigate different economic cycles, emphasizing long-term investments [15][16] - Strategic holdings have been introduced to capture lower-risk, attractive reward investments, diversifying the company's offerings [23][25] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the realization outlook, citing a strong pipeline of realizations and a disciplined investment approach [15][21] - The company does not foresee significant stress in its portfolios despite macroeconomic concerns, indicating confidence in its investment strategy [12][14] Other Important Information - The company is expanding its product offerings for high-net-worth individuals through partnerships, aiming to capture a larger share of the market [45][49] - The insurance segment is expected to see growth in earnings as the business model transitions and third-party capital is raised [92][93] Q&A Session Summary Question: What is the company's view on inflation and economic growth? - The company expects inflation and interest rates to remain higher for longer, which is consistent with historical trends [4][5] Question: How is the company managing its portfolio amidst macroeconomic concerns? - The company has not seen significant stress in its portfolios and feels confident due to its portfolio construction and historical experience with economic cycles [12][14] Question: What is the outlook for the company's strategic holdings? - The strategic holdings segment is designed to capture lower-risk investments with attractive returns, and the company is optimistic about its growth potential [23][25] Question: How is the company addressing client demand for alternative products? - The company is seeing significant adoption of its alternative products and is expanding its offerings to cater to high-net-worth individuals [38][45] Question: What is the company's strategy regarding direct lending and asset-based finance? - The company is actively involved in both direct lending and asset-based finance, with a focus on scaling third-party business alongside its own insurance growth [76][80]

Group 1 - The article initiates coverage on Dow Inc. (NYSE: DOW) with a Strong Buy rating and a price target of $44, indicating a positive outlook for the company [1] - Dow Inc. is identified as a global materials science company involved in packaging, infrastructure, mobility, and specialty coatings [1] - The investment thesis is based on a below-consensus forecast for 2025, projecting earnings of $5.1 billion [1] Group 2 - Moretus Research emphasizes a structured and repeatable framework for identifying companies with durable business models and mispriced cash flow potential [1] - The research approach combines rigorous fundamental analysis with a focus on simplicity and relevance, avoiding overly complex forecasting [1] - The coverage tends to favor underappreciated companies experiencing structural changes or temporary dislocations, which can lead to asymmetric returns [1]

Company Overview - Bowman Consulting Group Ltd. is a national engineering services and program management firm headquartered in Reston, Virginia [1] - The company employs over 2,300 individuals across more than 100 locations in the United States [1] - Bowman provides a wide range of services including planning, engineering, geospatial, construction management, commissioning, environmental consulting, and land procurement [1] Upcoming Investor Conferences - The company will participate in the Stifel 2025 Cross Sector 1x1 Conference on June 3-4 in Boston, MA [2] - Additionally, Bowman will attend the 15th Annual ROTH London Conference from June 24-26 in London, UK [2]

Core Insights - Three alternative asset managers are increasing their dividends, indicating a strong commitment to returning capital to shareholders in a volatile market environment [3][12]. Industry Overview - Over the past 20 years, alternative assets have grown from 6% to 15% of global assets under management (AUM), with expectations of continued growth at around 10% annually through 2029 [2]. Company Summaries KKR & Co. Inc. - KKR announced a 5.7% increase in its quarterly dividend, bringing the annual dividend to $0.74, resulting in a dividend yield of 0.6% [3][4]. - The company has a diversified portfolio with credit strategies (38%), real assets (26%), and private equity (33%) [5]. - KKR aims to reach $1 trillion in AUM by 2030 and has grown its AUM by 15% and annual adjusted net income (ANI) by 37% over the last 12 months [6]. Apollo Global Management - Apollo increased its dividend by over 10% to $2.04 annually, yielding approximately 1.42% [8][10]. - The company primarily focuses on credit investments, which constituted around 88% of its nearly $600 billion in fee-bearing capital [9]. - Apollo reported record fee-related earnings of $559 million in Q1 2025 and significant AUM inflows [9][11]. Blue Owl Capital - Blue Owl raised its dividend by 25%, resulting in an annual dividend of $0.90 and a yield of 4.59% [12][14]. - The company has raised its quarterly dividend eight times since going public in 2021, with credit strategies making up 51% of its $273 billion AUM [15]. - Blue Owl's strategy includes taking minority ownership in other private equity and hedge fund companies, allowing it to benefit from their profits [16].