VLCC Rates Hit New Sky-High Record: $424,000 Per Day
VLCC charter rates surged to a record $424,000 per day after the U.S.-Israeli strike on Iran, as the Strait of Hormuz was officially closed to traffic. Spot rates for Middle‑East‑to‑China voyages jumped well above $400,000, dwarfing the recent $100,000‑plus benchmarks. The closure forced tankers onto longer routes, tightening supply and driving day rates to historic highs. Parallel spikes were seen in LNG carrier rates, up 40%, as Iranian threats curbed Qatar's export capacity.
![MARKET PULSE AM MARCH 3, 2026 [WATCH]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://assets.nst.com.my/images/listing-featured/E988962854157AB41A6A7C5051DD8CD0_data_0.jpg)
MARKET PULSE AM MARCH 3, 2026 [WATCH]
Bursa Malaysia opened higher on Tuesday, rebounding from yesterday’s sell‑off as bargain hunters returned. Analysts flagged renewed buying interest in large‑cap banking stocks, drawn by attractive dividend yields. The benchmark index is projected to trade between 1,690 and 1,715 points...
Alphabet Vs. The Trade Desk: Which Is a Better Buy?
Alphabet posted an 18% revenue jump to $113.8 billion in Q4, with Google Cloud surging 48% and net income rising 30%, underscoring strong AI‑driven growth and operating leverage. The Trade Desk reported $847 million in revenue, up 14% YoY, but its growth...
US, China Discuss Investment Revival Ahead of Trump’s Trip: Sources
U.S. and Chinese officials have begun talks to revive reciprocal investment ahead of President Donald Trump's scheduled visit to Beijing. Both sides are exploring structured joint ventures and licensing arrangements, with Beijing demanding stronger protection for its firms and Washington...
Gilt Yields Rise as Hopes for Bank of England Rate Cut Fade
UK inflation fell to a ten‑month low in January, reviving hopes of a Bank of England rate cut in March. However, gilt yields surged, with five‑year yields up 19 basis points, ten‑year up 14 basis points and two‑year up 12...
BTL Landlords Continue to ‘Invest Strategically’ as Rents Rise
Buy‑to‑let landlords stayed active in the UK rental market as average rents rose to £1,602 PCM, a 4.9% increase year‑on‑year. The South Coast led growth with a 10.5% jump, while London rents grew modestly but remain 49% above the national...
Ambitious Agents Look Beyond Portals for Marketing Edge
UK estate agents who grew in 2025 allocate significantly more budget to marketing beyond property portals than the market average, according to the Voice of the Agent survey of 495 firms. Average agents spend 6.8% of income on such marketing,...
Gap Between LHA Rates and Average Market Rents Widens
SimplyPhi’s 2025 Regional Housing Market Report shows average private rents in all nine English regions surpass Local Housing Allowance (LHA) rates, creating monthly shortfalls of £377 to £1,194. While rental supply peaked at 77,458 units in Q2 2025, only about 1,154...
Kontoor Brands Inc (KTB) Q4 2025 Earnings Call Transcript
Kontoor Brands reported a 27% jump in global revenue for Q3 2025, driven primarily by the Helly Hansen acquisition and steady Wrangler performance. Adjusted gross margin expanded 80 basis points to 45.8%, while adjusted EPS rose 5% to $1.44. Management...
908 Devices Inc (MASS) Q4 2025 Earnings Call Transcript
908 Devices reported Q3 2025 revenue of $14 million, a 4% year‑over‑year decline but an 8% sequential increase, driven largely by FTIR‑based Explorer devices. Adjusted EBITDA loss narrowed to $1.8 million, a 53% quarter‑over‑quarter improvement, marking the smallest loss since the company...
Superior Group of Companies Inc (SGC) Q4 2025 Earnings Call Transcript
Superior Group of Companies (SGC) posted Q4 2025 results showing Branded Products revenue falling to $85 million, an 8% YoY decline, while SG&A expenses dropped 7% to $48 million, keeping the SG&A ratio flat at 35%. Net income rose to $2.7 million sequentially...
Quantum-Si Inc (QSI) Q4 2025 Earnings Call Transcript
Quantum‑Si reported Q4 2025 revenue of $0.5 million and full‑year revenue of $2.4 million, while cutting GAAP operating expenses to $21.2 million and adjusted expenses to $18.3 million. The company ended 2025 with $215.8 million in cash, supporting operations through 2028. Management announced a $425,000...
Advantage Solutions Inc (ADV) Q4 2025 Earnings Call Transcript
Advantage Solutions reported Q4 2025 revenue of $785 million, a 3% YoY increase, driven by Experiential Services growth while Branded and Retailer Services lagged. The company refinanced debt to 2030, paying down $90 million and extending maturities, and sold three non‑core businesses...
Upland Software Inc (UPLD) Q4 2025 Earnings Call Transcript
Upland Software reported flat organic growth in Q4 2025, but highlighted a strong margin expansion to 31% and free cash flow of $24.4 million, surpassing its $20 million target. The company maintained a 96% net dollar retention rate and added 110 new...
Cryoport Inc (CYRX) Q4 2025 Earnings Call Transcript
CVRx reported fourth‑quarter 2025 revenue of $16 million, a modest 4% year‑over‑year increase, while gross margin improved to 86% driven by higher selling prices and manufacturing efficiencies. Net loss widened to $11.9 million as SG&A and R&D expenses outpaced revenue growth, but...
Box Inc (BOX) Q4 2026 Earnings Call Transcript
Box Inc. reported Q1 FY2026 revenue of $276 million, up 4% year‑over‑year, and billings surged 27% to $242 million, driven largely by pricing increases and rapid adoption of its AI‑focused Enterprise Advanced suite. Remaining Performance Obligations climbed 21% to $1.5 billion, while net...
The Great Liquidation: Russia’s Great Imperial Retreat
Russia’s prolonged war in Ukraine has drained its economic and military capacity, forcing a rapid retreat from peripheral outposts that once underpinned its global influence. Moscow’s refusal to aid Iran, the withdrawal from Syria’s Qamishli airport, and the erosion of...
B&G Foods Inc (BGS) Q4 2025 Earnings Call Transcript
B&G Foods reported Q4 2025 net sales of $539.6 million, a 2.2% decline, while posting a $15.2 million net loss driven by non‑cash impairment charges. The company completed the sale of its Green Giant U.S. frozen business for $63.2 million and secured a...
Crexendo Inc (CXDO) Q4 2025 Earnings Call Transcript
Crexendo Inc. reported a flat production outlook for 2026 while front‑loading 60% of its annual capital expenditures in the first half of the year, giving it flexibility to accelerate drilling if market conditions improve. The company highlighted a deep Utica...
Autozone Inc (AZO) Q2 2026 Earnings Call Transcript
AutoZone Inc. (AZZ) posted Q2 2026 sales of $417.3 million, up 2%, driven by a 10.8% surge in its Metal Coatings segment. Adjusted EPS rose 13.1% to $1.55, while operating cash flow increased 23% to $58.4 million. The company trimmed net leverage...
Oxford Square Capital Corp (OXSQ) Q4 2025 Earnings Call Transcript
Oaktree Specialty Lending Corp reported adjusted net investment income of $36.1 million ($0.41 per share) for the quarter, a modest rise from the prior period. New funded investments surged 42% to $314 million, expanding the fair‑value portfolio to $2.95 billion with a weighted‑average...
Antalpha Platform Holding Co (ANTA) Q4 2025 Earnings Call Transcript
Antero Resources Corp. closed its HG Energy acquisition ahead of schedule, adding 385,000 net acres and over 400 drilling locations, while divesting its Ohio Utica asset to cement its status as West Virginia's leading natural gas and NGL producer. The...
GitLab Inc (GTLB) Q4 2026 Earnings Call Transcript
GitLab reported record annual recurring revenue (ARR) surpassing $1 billion and full‑year revenue of $955 million, a 26% increase year over year. The fiscal fourth quarter delivered $260 million in revenue, 23% growth, and a non‑GAAP operating margin of 20.5%, beating guidance. Management...
Cricut Inc (CRCT) Q4 2025 Earnings Call Transcript
Crane NXT reported Q4 2025 sales of $477 million, up 20% year‑over‑year, with adjusted EBITDA margin around 25% and adjusted EPS of $1.27. The company added 20 new micro‑optics currency denominations, secured multiyear authentication contracts with the NFL and MLB,...
Marex Group PLC (MRX) Q4 2025 Earnings Call Transcript
Marex Group reported record Q2 2025 adjusted profit before tax of $106 million, up 16% year‑over‑year, as revenue climbed 18% to $500 million. Strong performance was driven by a 59% surge in agency and execution revenue and an 80% jump in securities revenue,...
Evolus Inc (EOLS) Q4 2025 Earnings Call Transcript
Evolus Inc. reported fourth‑quarter 2025 net revenue of $90.3 million, a 14% year‑over‑year increase, and full‑year revenue of $297.2 million, marking a sixth consecutive double‑digit growth year. Jeuveau drove the bulk of sales, achieving over 14% U.S. market share, while the newly...
Fuel Tech Inc (FTEK) Q4 2025 Earnings Call Transcript
Fuel Tech Inc (FTAI) reported a breakout 2025, with aerospace products generating $195 million adjusted EBITDA in Q4—a 66% year‑over‑year rise—and full‑year company EBITDA reaching $1.2 billion, up 38%. The Strategic Capital Initiative I secured $2 billion in equity and $6 billion total capital,...
Webtoon Entertainment Inc (WBTN) Q4 2025 Earnings Call Transcript
Webtoon Entertainment reported Q4 2025 revenue of $330.7 million, a 4.1% decline, while full‑year revenue rose 3.9% to $1.4 billion. The quarter’s net loss ballooned to $336.5 million, driven primarily by a goodwill impairment tied to Wattpad. A strategic milestone was Disney’s...
Mayville Engineering Company Inc (MEC) Q4 2025 Earnings Call Transcript
Mayville Engineering Company reported Q2 2025 net sales of $132.3 million, a 19.1% decline year‑over‑year, and adjusted EBITDA of $13.7 million, with margin slipping to 10.3%. The company completed its AccuFab acquisition, expanding its serviceable addressable market by roughly 60%...
On Holding Ltd (ONON) Q4 2025 Earnings Call Transcript
On Holding AG reported record Q4 performance and a full‑year net sales of CHF 2.32 billion, a 33% constant‑currency increase. Direct‑to‑consumer sales grew to 48.8% of total, pushing the Q4 gross profit margin to 62.1% and adjusted EBITDA margin to 16.4%. The...
WEYCO Group Inc (WEYS) Q4 2025 Earnings Call Transcript
WEC Energy Group reported adjusted 2025 earnings of $5.27 per share, an 8% increase year‑over‑year, after excluding a $0.46 per‑share settlement charge in Illinois. Strong weather and a favorable Wisconsin rate review added $1.09 to earnings, while the company announced...
Gran Tierra Energy Inc (GTE) Q4 2025 Earnings Call Transcript
Gran Tierra Energy reported Q4 2020 production of roughly 23,000 barrels of oil per day while sharply curbing costs, cutting operating expenses 39% to $145 million. The company achieved a 133% proved‑developed‑producing reserve replacement ratio and a 1P net present value...
Black Rock Coffee Bar Inc (BRCB) Q4 2025 Earnings Call Transcript
Dutch Bros reported a 28% revenue increase to $1.64 billion for 2025, driven by 154 new store openings that brought the system to 1,136 locations. Adjusted EBITDA rose 31% to $303 million and average unit volume hit a record $2.1 million. The company...
Eastern Company (EML) Q4 2025 Earnings Call Transcript
Eagle Materials reported Q4 FY2025 revenue of $558 million, a modest decline driven by lower cement, concrete and aggregates volumes after record rainfall in the Midwest. Despite the volume drop, earnings per share rose to $3.56, helped by a 3%...
Neuropace Inc (NPCE) Q4 2025 Earnings Call Transcript
NeuroPace reported fourth‑quarter 2025 revenue of $26.6 million, a 24% year‑over‑year increase driven primarily by a 26% rise in RNS system sales to $22.4 million. Gross margins improved to 77.4% overall and 80.5% for the RNS product, while operating expenses grew slower...
Hyster-Yale Inc (HY) Q4 2025 Earnings Call Transcript
Honeywell reported a strong fourth‑quarter 2025, with organic orders up 23% and a record backlog exceeding $37 billion. Organic sales rose 11% (6% excluding the Bombardier agreement) and adjusted EPS climbed 17% to $2.90. Free cash flow surged 48% to $2.5 billion,...
Cumberland Pharmaceuticals Inc (CPIX) Q4 2025 Earnings Call Transcript
Cumberland Pharmaceuticals reported fiscal 2025 revenue of $44.5 million, an 18% increase year‑over‑year, driven by a 31% Q4 surge to $13.7 million from Vibativ, Sancuso and the newly launched Talicia. Adjusted earnings turned positive at $1.7 million and operating cash flow rose to...
Sportradar Group AG (SRAD) Q4 2025 Earnings Call Transcript
Sportradar reported record 2024 results, posting $1.1 billion in revenue, a 26% year‑over‑year increase, and adjusted EBITDA of $222 million, lifting the margin to 20%. The company announced the acquisition of IMG ARENA from Endeavor, receiving $125 million in cash and up to $100 million...
Rayonier Advanced Materials Inc (RYAM) Q4 2025 Earnings Call Transcript
Rayonier Advanced Materials completed its merger with PotlatchDeltic on Jan. 30, creating a timberland powerhouse with over 4 million acres and adding wood products and land‑based solutions capabilities. Full‑year 2025 adjusted EBITDA reached $248 million, an 8% increase that beat the top of...
SOPHiA GENETICS SA (SOPH) Q4 2025 Earnings Call Transcript
SOPHiA GENETICS reported Q4 2025 revenue of $19.5 million, up 23% year‑over‑year, marking the third consecutive quarter of accelerating growth. The company added 31 new customers, bringing total 2025 signings to 94, and saw U.S. revenue rise 30%, highlighting strong market...
Civeo Corp (CVEO) Q4 2025 Earnings Call Transcript
Civeo Corp reported Q3 2025 results that highlighted solid growth in its Australian operations and a marked margin improvement in Canada despite lower revenues. The Bowen Basin village acquisition drove a 7% revenue increase and a 19% rise in adjusted...
Latham Group Inc (SWIM) Q4 2025 Earnings Call Transcript
Latham Group reported Q4 2025 net sales of $100 million, a 15% year‑over‑year increase, pushing full‑year revenue to $546 million, up 7%. Adjusted EBITDA surged to $10 million in the quarter and $100 million for the year, with margins expanding...
Thor Industries Inc (THO) Q2 2026 Earnings Call Transcript
Thermon Group Holdings reported record Q3 fiscal 2026 results, with revenue of $147.3 million, up 10% year‑over‑year, and adjusted EBITDA of $35.66 million, a 12% increase. Gross margin improved to 46.6% and adjusted EPS rose 18% to $0.66. Orders grew...
EVgo Inc (EVGO) Q4 2025 Earnings Call Transcript
EVGO reported a fourth‑quarter 2025 revenue of $678 million and GAAP net income of $32 million, with adjusted EBITDA reaching $126 million. The company secured a record $520 million in new or expanded contracts, including five ICE‑dedicated facilities that add roughly $400 million of annualized...
With Post-IRAN Volatility, I Return To Watching IDVO Closely
Amplify CWP International Enhanced Div Inc ETF (IDVO) employs an active, ex‑US covered‑call strategy that leans heavily into cyclical sectors, aiming to monetize heightened market volatility. The author sees recent post‑Iran geopolitical turbulence as a catalyst to accumulate IDVO, hoping...
Missiles Made in Ukraine Are Bringing Putin’s Invasion Home to Russia
Ukraine’s domestically produced FP‑5 Flamingo cruise missile achieved a landmark strike in February, hitting the Votkinsk missile‑production complex deep inside Russia. The missile, developed by startup Fire Point, boasts a claimed 3,000‑kilometre range and a payload of over one tonne,...
US-Iran Conflict to Cut Brazil Diesel Spot Deals
The US‑Iran conflict has driven NYMEX heating‑oil futures up more than 12%, causing diesel premiums at Brazilian ports to more than double within a day. Spot‑market diesel deals are expected to grind to a halt as import costs surge and...
Raymond James Has 'Zero Cross-Selling' Requirements: CEO
Raymond James CEO Paul Shoukry announced the firm has no mandatory cross‑selling requirements for its roughly 9,000 advisors. Advisors can collaborate with other business units but face no product‑sale quotas tied to compensation. The firm also offers a “financial‑advisor bill...
Australia Doubles Down on Manufacturing with Critical Minerals Rise
The Australian Government’s 2025 edition of Australia’s Identified Mineral Resources (AIMR) highlights a surge in critical mineral reserves and production, reinforcing the nation’s role as a reliable supplier for high‑tech manufacturing, defence and clean‑energy sectors. Eleven critical minerals, including fluorine,...
Investors Welcome Bradesco Healthcare Shakeup
Brazilian financial giant Bradesco announced it will consolidate all of its healthcare holdings into a single, publicly listed division. The restructuring creates a dedicated health platform that will house hospitals, insurance operations, and ancillary services under one corporate umbrella. Investors...