RESTON, Va., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Bowman Consulting Group Ltd. (NASDAQ: BWMN) will release financial results for the fourth quarter and full year 2025 after the markets close on Wednesday, March 4, 2026. The company will host a conference call to discuss earnings results at 9:00 a.m. EST on Thursday, March 5, 2026. The company will provide details related to 2026 financial guidance during the call. To access a webcast of the conference call, please visit the Bowman Investor Relations website at ...

Since Donald Trump’s takeover of Venezuela’s oil resources, the Industrial sector has returned to the limelight. The debate over Greenland and resulting geopolitical tensions between Europe and the US have added uncertainty, but it is exactly the type of uncertainty that propels stocks higher in Aerospace & Defense, a key sub-segment of the broader industrial sector.With AI progress continuing to influence how companies work, industrial automation is also driving efficiency in the sector. It must be noted, ...

Core Viewpoint - Arcadis has successfully completed its share buyback program, repurchasing a total of 4,575,796 ordinary shares for €174,999,566 at an average price of €38.24 since the program's initiation on 1 October 2025 [1][2]. Summary by Sections Share Buyback Program - The share buyback program was completed on 16 January 2026, with the final transactions occurring between 12-16 January 2026, where 433,986 shares were repurchased at an average price of €37.33, totaling €16,201,885 [2]. - The purpose of the share buyback program is to reduce the capital of Arcadis, as previously announced [2]. Company Overview - Arcadis is recognized as the world's leading company in delivering data-driven sustainable design, engineering, and consultancy solutions for natural and built assets, employing around 36,000 professionals [4]. - In 2023, Arcadis reported gross revenues of €5.0 billion, indicating a strong financial performance [4].

Group 1 - Autodesk, Inc. (NASDAQ:ADSK) is recognized for its 3D design, engineering, and entertainment software, which is utilized in building information modeling, mechanical simulation, and digital production management [2] - Rothschild & Co Redburn initiated coverage on Autodesk with a Buy rating and a price target of $375, anticipating a growth rate of 5.0% to 5.5% from 2024 to 2027, surpassing the consensus estimates of 3.5% to 4% [2] - Despite the potential of Autodesk as an investment, there are AI stocks perceived to offer greater upside potential and lower downside risk [3] Group 2 - Jim Cramer expressed a negative sentiment towards enterprise software companies, labeling them as "toxic" and suggesting investors should avoid them [1]

Leidos Holdings, Inc. (LDOS) is a technology and defense contractor that delivers scientific, engineering, information technology, and systems integration services to government and commercial customers worldwide, particularly in the defense, intelligence, civil, and health markets. Headquartered in Reston, Virginia, the company supports mission-critical functions such as cybersecurity, enterprise IT modernization, and national security systems integration. Leidos’ market cap is around $25 billion. The c ...

Core Insights - The "picks and shovels" trade has historically been a profitable investment strategy, focusing on the essential services and infrastructure that support transformative industries like AI and energy [1] Company Overview - Quanta Services, founded in 1997, is a leading U.S. infrastructure services provider specializing in complex energy, utility, communications, pipeline, and renewable projects, recognized as one of the largest specialty contractors in North America [3] - The company offers a range of services including design, engineering, installation, maintenance, and repair across various infrastructure sectors [3] Financial Performance - Quanta Services has a market capitalization of $63 billion and its stock increased by 33.8% in 2025, outperforming the S&P 500's growth of 16.7% during the same period [4] - Over the past decade, Quanta has achieved steady revenue and earnings growth with compound annual growth rates (CAGRs) of 13.45% and 17.97%, respectively [5] - The company's Q3 2025 results showed revenues of $7.6 billion, a 17% increase year-over-year, with the core electric segment contributing $6.2 billion (81% of total revenues) and growing at an annual rate of 18.5% [6][7] - The Underground and Infrastructure segment reported sales of $1.46 billion, marking a year-over-year growth of 15.9% [7]

Core Insights - Montreal-based Formula Growth has acquired a new position in Laureate Education, purchasing 111,000 shares valued at $3.5 million, representing approximately 1.25% of the fund's reportable U.S. equity assets as of quarter-end [2][3]. Company Overview - Laureate Education reported a revenue of $1.58 billion and a net income of $203.71 million for the trailing twelve months (TTM) [5]. - The company's stock price as of the last market close was $33.83, reflecting an impressive one-year price change of 86% [5]. Recent Performance - In the third quarter, Laureate Education achieved revenue of $400.2 million, marking a 9% year-over-year increase, with adjusted EBITDA rising to $94.8 million [12]. - Total enrollments increased by 6% year to date, with particularly strong growth observed in Peru [12]. Financial Position - Laureate Education ended the quarter with $241 million in cash and $102 million in debt, resulting in a net cash position [12]. - The management has raised full-year guidance and expanded its share repurchase authorization to $250 million, indicating confidence in the company's free cash flow durability [12]. Business Model - Laureate Education provides undergraduate and graduate degree programs in various fields through a network of universities and higher education institutions in Mexico, Peru, and the United States [9][10]. - The company primarily generates revenue from tuition and related educational services, targeting students seeking higher education, especially in emerging markets in Latin America and select U.S. locations [9].

Core Insights - ABM reported record quarterly revenue of $2.3 billion for Q4 2025, reflecting a 5.4% increase year-over-year, driven by 4.8% organic growth and contributions from acquisitions [2][4][10] - The company achieved a full-year revenue of $8.7 billion, marking a 4.6% increase from the previous year, with all segments showing organic growth [10][11] - Adjusted EPS for Q4 was $0.88, unchanged from the previous year, while adjusted EBITDA was $124.2 million, slightly down from $125.6 million [4][8][12] Financial Performance - Q4 net income was $34.8 million, or $0.56 per diluted share, a significant improvement from a net loss of $(11.7) million in the prior year [4][6] - Full-year net income reached $162.4 million, or $2.59 per diluted share, compared to $81.4 million, or $1.28 per diluted share, in the previous year [11][12] - Adjusted EBITDA margin for Q4 was 5.6%, down from 6.0% in the prior year, impacted by prior year self-insurance adjustments [8][12] Segment Performance - Technical Solutions led revenue growth with a 16% increase, followed by Manufacturing & Distribution at 8%, and Aviation at 7% [5][10] - Business & Industry and Education segments each reported 2% revenue growth, demonstrating resilience in their respective markets [10][11] - For the full year, Technical Solutions grew 10%, Aviation 8%, Manufacturing & Distribution 4%, and both Business & Industry and Education 2% [10][11] Shareholder Returns - The company repurchased $73.0 million of common stock in Q4 and $121.3 million for the full year, reducing the outstanding share count by 4% [2][16] - A 9% increase in the quarterly dividend was approved, raising it to $0.29 per common share, marking the 58th consecutive year of annual dividend increases [17][18] Outlook - For fiscal 2026, ABM expects organic revenue growth of 3% to 4%, with an additional point of growth anticipated from the WGNSTAR acquisition [18] - Adjusted EPS is projected to be in the range of $3.85 to $4.15, excluding impacts from prior year self-insurance adjustments [18]

Group 1 - Autodesk, Inc. is recognized as one of the best SaaS stocks to buy, with analysts from Barclays and UBS reiterating Buy ratings and setting price targets of $390 and $400 respectively [1][2] - The company reported a revenue growth of 18.03% year-over-year in fiscal Q3 2025, reaching $1.85 billion, which exceeded estimates by $46.47 million, and an EPS of $2.67, surpassing estimates by $0.17 [2] - Autodesk raised its full-year revenue guidance to a range of $7.150 billion to $7.165 billion, up from the previous guidance of $7.025 billion to $7.075 billion, and increased its GAAP operating margin expectation to around 23% [3] Group 2 - Analyst Taylor McGinnis highlighted the company's sustainable growth potential, driven by strong revenue growth and optimistic guidance for Q4 and the full year, despite the absence of full-year 2027 guidance [4] - The company demonstrated disciplined execution, reflected in a 3% increase in GAAP operating margin during Q3 and improved full-year guidance [4]

Core Insights - Permian Investment Partners has significantly increased its stake in TIC Solutions, acquiring nearly 4.9 million additional shares, bringing its total holdings to approximately 14.6 million shares valued at $193.9 million as of September 30 [2][3] - TIC Solutions now constitutes about 21.9% of Permian's reportable assets under management (AUM), making it the largest position in the portfolio [3][6] - The company's revenue for the third quarter reached $473.9 million, with adjusted EBITDA increasing by 51% year over year, despite reporting a net loss of $13.9 million [6][8] Company Overview - TIC Solutions, Inc. specializes in nondestructive testing and inspection services, operating across the United States and Canada [4] - The company has a market capitalization of $2.3 billion and trailing twelve-month (TTM) revenue of $1.1 billion, with a net income loss of $121.2 million [4] - The stock price as of the latest report is $10.34, reflecting a nearly 20% decline since its NYSE listing in February [3][4] Investment Rationale - The investment in TIC Solutions reflects a belief in the company's recurring, compliance-driven revenue model, which is less susceptible to cyclical economic fluctuations [5][8] - The company is positioned in a sector where services are often mandated and repeat in nature, suggesting a stable revenue profile that can grow over time [5] - TIC's liquidity remains strong, with $282.9 million available at the end of the quarter, providing flexibility for future growth initiatives [7][8]