Loar Holdings (NYSE:LOAR) Q4 2025 Earnings call February 26, 2026 10:30 AM ET Company ParticipantsBrett Milgrim - Executive Co-ChairmanDirkson Charles - CEO and Executive Co-ChairmanGlenn D'Alessandro - Treasurer and Chief Financial OfficerIan McKillop - Director of Investor RelationsKristine Liwag - Executive Director and Head of Aerospace and Defense Equity ResearchSheila Kahyaoglu - Managing Director and Airlines, Aerospace and Defense Equity ResearchConference Call ParticipantsJohn Godyn - Managing Dire ...

Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund". A copy of the letter can be downloaded here. The Fund delivered mixed performance during the fourth quarter of 2025, as market returns were increasingly driven by a narrow group of large-cap growth stocks, with the portfolio’s top ten holdings accounting for roughly 59% of assets, while several high-valuation innovation names faced pressure from slowing momentum and investor risk ...

By John Revill ZURICH, Jan 29 (Reuters) - ABB shares surged on Thursday after the Swiss engineering group posted record quarterly order intake and gave a confident outlook for ​2026, saying customers were investing in automation and electrification despite political uncertainty. The move from other ‌power sources to electricity was a long-term trend, Chief Executive Morten Wierod said, after ABB reported orders up 36% ‌in the fourth quarter to their highest ever quarterly level of $10.32 billion. The ...

Core Insights - Unusual Machines, Inc. has received a $2.1 million purchase order for domestically assembled drone systems aimed at defense and government applications, indicating strong customer demand and a growing order cadence [1][2]. Company Overview - Unusual Machines manufactures and sells drone components and drones, including a diversified brand portfolio featuring Fat Shark, a leader in FPV ultra-low latency video goggles [4]. - The company aims to be a dominant Tier-1 parts supplier in the rapidly growing multi-billion-dollar U.S. drone industry, which is currently valued at $17.5 billion and projected to exceed $115 billion by 2032 [4]. Order Details - The $2.1 million order includes various components such as Rotor Riot Brave flight controllers, Fat Shark Aura analog cameras, and motors, which will be integrated into customer drone platforms [3]. - The fulfillment of the order is expected to occur in the first and second quarters of 2026, supported by existing manufacturing capacity and inventory readiness [2]. Operational Strategy - The company emphasizes operational visibility and control, allowing for quick execution aligned with customer requirements, particularly under compressed government timelines [4].

Company Overview - Unusual Machines, Inc. (NYSE:UMAC) develops and sells small drones and related components [2] - The company announced it would supply U.S.-made drone components to Campus Guardian Angel, with the first order covering Rotor Riot Brave ESCs [2] Market Sentiment - Jim Cramer described UMAC as a highly speculative investment, indicating that the company is currently losing a lot of money and advising caution [1] - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to UMAC [3]

Core Insights - Regal Rexnord Corporation will present at the Baird Global Industrial Conference on November 12, 2025, from 12:00 to 12:30 PM CT [1] - A live webcast of the presentation will be available on the Regal Rexnord investor website, with an archive accessible for 90 days post-event [2] Company Overview - Regal Rexnord employs 30,000 associates globally, focusing on sustainable solutions that power, transmit, and control motion [3] - The company offers electric motors, air moving subsystems, and a range of power transmission components for industrial applications [3] - Regal Rexnord's automation products include controllers, drives, precision motors, and actuators for various applications, including factory automation and surgical tools [3] Market Segments - The company operates in several end markets, benefiting from strong secular demand, including discrete automation, food & beverage, aerospace, medical, data centers, energy, residential and commercial buildings, general industrial, and metals and mining [4] Operating Segments - Regal Rexnord is structured into three operating segments: Automation & Motion Control, Industrial Powertrain Solutions, and Power Efficiency Solutions [5] - The company is headquartered in Milwaukee, Wisconsin, with manufacturing, sales, and service facilities worldwide [5] Financial Performance - Regal Rexnord reported strong financial results for the third quarter of 2025, with a diluted EPS of $1.20, reflecting a 10.1% increase compared to the previous year [6] - The adjusted diluted EPS was $2.51, showing a 0.8% increase year-over-year [6]

Core Viewpoint - CSW Industrials, Inc. has successfully completed the acquisition of Motors & Armatures Parts (MARS Parts) for approximately $650 million in cash, enhancing its HVAC/R product portfolio and aligning with its strategic growth objectives [1][2][4]. Group 1: Acquisition Details - The acquisition price represents 10.4x pro-forma trailing twelve-month (TTM) EBITDA adjusted for identified synergies and approximately 12.4x MARS Parts' estimated adjusted TTM EBITDA of $52.3 million [1]. - CSW funded the transaction through a five-year Syndicated Term Loan A for $600 million and borrowings under a $700 million revolving credit facility, while maintaining a strong balance sheet [4]. Group 2: Strategic Rationale - This acquisition expands CSW's product offerings in the profitable HVAC/R market, adding motors, capacitors, and other electrical components, which are essential for HVAC/R repairs and replacements [2][3]. - MARS Parts is recognized as one of the largest providers of HVAC/R parts in North America, with a focus on repair rather than replacement, complementing CSW's existing Contractor Solutions business [3]. Group 3: Market Position and Future Outlook - The addition of MARS Parts is expected to drive above-market growth for CSW by diversifying its product portfolio and enhancing its competitive position in the HVAC/R sector [4]. - The acquisition aligns with CSW's established criteria to leverage existing distribution channels and grow its share of wallet with current customers [2].

Group 1 - Unusual Machines (NYSEMKT: UMAC) stock experienced a significant increase of over 15% in early trading, but later retraced to a 3.1% gain as of 10:10 a.m. ET [1] - The company specializes in manufacturing drones and drone components for both consumer and military markets, including products like "Fat Shark" video goggles and acrobatic FPV drones [3][8] - Unusual Machines announced an $800,000 order from military drone maker Red Cat Holdings, which will integrate its products into Red Cat's FANG drones [3] Group 2 - The military drone market has gained investor interest since the war in Ukraine, with companies like AeroVironment seeing substantial stock price increases, although they remain unprofitable [4] - There is potential for new entrants in the drone market to attract investment by offering smaller, more affordable drones that could be profitable [5] - Despite the market potential, Unusual Machines is currently unprofitable, having lost $39.5 million over the past year, and is expected to continue losing money in the near future [6]

Core Insights - Unusual Machines, Inc. received an $800,000 order from Red Cat Holdings, indicating a positive market response with shares of both companies trading higher following the announcement [1][6] - The order includes components for Red Cat's FANG drones, emphasizing the demand for U.S.-made, NDAA-compliant systems in defense and public safety applications [2][4] - Unusual Machines is positioning itself as a key player in the U.S. drone supply chain, catering to defense, enterprise, and consumer markets [3] Company Performance - Unusual Machines reported a second-quarter loss of $0.32 per share, which was worse than analysts' expectations of a $0.07 loss, but its revenue of $2.12 million exceeded estimates and increased by 50.52% year-over-year [5] - Red Cat Holdings also reported a second-quarter loss of $0.15 per share, which was wider than the expected $0.09 loss, with revenue of $3.22 million falling short of the consensus estimate of $7.49 million [6]

Core Insights - Unusual Machines, Inc. has received an $800,000 order from Red Cat Holdings, Inc. for various drone components [1] - The order includes high-performance products such as the Aura Analog Camera, Aura VTX, Brave Flight Controller, Brave ESC, HDO+ Goggles, and motors [1] - These components will be integrated into Red Cat's FANG™ drones, which are designed for military, government, and commercial applications [1] Company Overview - Unusual Machines, Inc. is a leading provider of high-performance drone components [1] - Red Cat Holdings, Inc. specializes in integrating robotic hardware and software for various operational sectors [1] Market Demand - The order supports ongoing demand for U.S.-made, NDAA-compliant systems in defense and public safety sectors [1] - There is a growing need for advanced drone technology in government agency applications [1]