TTM Technologies reported a 19% year‑over‑year increase in Q4 2025 net sales, reaching $774.3 million, driven by strong demand in data‑center computing, networking, and aerospace & defense. Non‑GAAP earnings per share hit a record $0.70, matching the top of guidance, while adjusted EBITDA margin rose to 16.3%. Management reaffirmed its 15‑20% annual revenue growth target and a plan to double earnings by 2027, supported by $200‑$300 million of additional capital spending for data‑center capacity. The company will combine data‑center and networking segments in future reporting, reflecting their AI‑related convergence.
Workiva reported Q4 2025 revenue of $239 million, up 20% year‑over‑year and surpassing the top end of its guidance. Subscription revenue rose 21% to $219 million, driven largely by new customer additions, while non‑GAAP operating margin expanded to 19.1%, beating expectations by...
Kaiser Aluminum reported $3.4 billion in net sales for 2025, generating $1.5 billion in conversion revenue after $1.9 billion of alloy metal hedge costs. Total shipments fell 5% to 1.1 billion pounds, while packaging conversion revenue rose 11% thanks to a shift toward coated...
DT Midstream reported 2025 adjusted EBITDA of $1.138 billion, a 17% increase driven by a 27% surge in its Pipeline segment after the Midwest Pipeline acquisition. The company declared a quarterly dividend of $0.88 per share, up 7.3%, and achieved investment‑grade...
Alight Inc. posted FY 2025 revenue of $2.3 billion, with recurring revenue down 2.2% and project revenue plunging 22%, resulting in a 5% decline in revenue under contract for 2026. Adjusted EBITDA reached $561 million, delivering a 24.8% margin, while free cash flow...
Star Equity Holdings reported Q4 2025 revenue of $48 million, a 30% increase driven primarily by the August 2025 merger. Net loss widened to $1.8 million, but adjusted earnings turned positive at $0.02 per share, with pro forma EPS of $0.19. Adjusted...
Motorcar Parts of America (MPAA) trimmed its FY 2026 sales outlook to $750‑$760 million, reflecting a $50 million shortfall from a major customer’s store closures. Gross margin fell to 19.6% year‑over‑year but rose sequentially, and operating income is projected between $72 million and...
Floor & Decor announced a leadership transition, naming President Brad Paulsen CEO effective fiscal 2026 while Tom Taylor moves to Executive Chair. The company posted EPS of $0.53, a 10.4% increase, and total sales of $1.18 billion, up 5.5% year‑over‑year, but...
WESCO International reported record fourth‑quarter revenue of $6.1 billion, a 10% year‑over‑year increase driven by 9% organic growth. Data‑center sales exploded 30% to $1.2 billion, pushing full‑year data‑center revenue to $4.3 billion, roughly 18% of total sales. Adjusted EBITDA rose to $409 million with...
YETI Holdings reported a record Q4 2025 with net sales of $583.7 million, up 5 % year‑over‑year, driven by 6 % growth in drinkware and a 25 % surge in international revenue. Adjusted gross margin fell to 58.4 % as tariffs added a 310‑basis‑point cost...
Barings BDC reported a fourth‑quarter NAV of $11.09 per share, essentially unchanged from the prior quarter, while net investment income slipped to $0.27 per share. The firm declared a $0.26 quarterly dividend, delivering a 9.4% annualized yield on NAV, and...
Evergy reported third‑quarter adjusted EPS of $2.03, a modest year‑over‑year rise, while narrowing its 2025 adjusted EPS outlook to $3.92‑$4.02 due to below‑normal cooling degree days. The utility unveiled a $17.5 billion capital plan through 2029 aimed at grid modernization and...
Opendoor reported $1.6 billion revenue for the quarter and posted its first adjusted EBITDA profit in three years, $23 million, driven by wider offer spreads and pre‑spring acquisition timing. The company completed a full rollout of its agent‑driven platform, which is delivering...
Comfort Systems USA reported record Q4 2025 results, posting 35% same‑store revenue growth and a gross margin above 25% for the first time. Backlog surged to a record $12 billion, driven largely by technology and modular bookings tied to hyperscaler data‑center...
InvenTrust Properties Corp. reported a robust 2025 year, delivering 5.3% same‑property NOI growth and a 6.2% rise in NAREIT FFO to $1.89 per share. The REIT completed $460 million of Sunbelt‑focused acquisitions while maintaining sector‑low leverage, with net debt to adjusted...
American Homes 4 Rent reported a 6.2% year‑over‑year increase in core FFO per share to $0.47 and nudged its full‑year core FFO guidance to $1.87 per share. The company completed its development deliveries for the quarter, redeploying proceeds from the...
Sensus Healthcare reported a sharp revenue decline to $4.9 million in Q4 2025, driven by the loss of its largest customer, but offset slightly by growth in its Fair Deal Agreement program. The company secured exclusive CPT codes for its...
Medpace Holdings reported a strong Q4 2025, with revenue of $708.5 million—a 32% year‑over‑year increase—and full‑year sales of $2.53 billion, up 20%. EBITDA rose 20% to $160.2 million, though the margin slipped to 22.6% because of higher reimbursable‑cost activity. Net new business awards...
Meta CEO Mark Zuckerberg testified in Los Angeles as part of a high‑profile social‑media addiction trial, facing questions about internal documents that show the company deliberately targeted users as young as ten. Plaintiffs highlighted memos from 2015‑2018 that set goals...

The February 18 edition spotlights ETFs that deliver at least a 5% annual dividend yield, hold over $100 million in assets, and trade with a 20‑day average volume above 0.5 million shares. The list features a mix of traditional dividend funds, leveraged products,...
Toyota Motor Corp's labor union lowered its annual bonus demand to 7.3 months' pay, a 0.3‑month reduction from last year’s record level, as the automaker faces higher U.S. tariffs. The union also called for wage hikes in the spring “shunto”...

Live cattle prices slipped modestly on the CME, with April contracts down $0.27 to $242.52 and June contracts down $0.02 to $238.42. Feeder cattle also fell, March contracts losing $0.40 to settle at $370.57. The market is largely waiting for...

Sprite’s aviation securitization platform is launching a $495 million asset‑backed securities (ABS) program backed by lease contracts on 30 aircraft. The issuance comprises three fixed‑rate tranches with an anticipated repayment date in March 2033 and a final legal maturity in March 2041. World...
Home Depot, Lowe’s and Amazon together captured 56% of the U.S. home‑improvement market in 2025, leaving independent hardware retailers struggling. Independent stores such as C&H Hardware and the 53‑year‑old Blossom True Value in Mountain View have shut down or announced...

The Nasdaq Composite posted the strongest advance among U.S. indexes, rising 0.8% as risk‑on sentiment persisted amid solid earnings and encouraging economic data. Federal Reserve officials remain divided on rates, while housing starts jumped 6.2% to a five‑month high and...
Activist investor Jana Partners has taken an undisclosed stake in payments processor Fiserv, aiming to improve its underperforming stock. Fiserv, valued at about $32 billion, saw shares plunge nearly 70% in 2023 and are down more than 11% year‑to‑date. Jana is...

Firefly Aerospace saw a massive influx of bullish options as traders bought 10,700 February‑27 $25 calls, a ten‑fold increase over existing open interest. The contracts surged in value, delivering up to 163% unrealized gains within 24 hours while the stock...
Golden Pass LNG’s gas nominations have settled back to average levels after a brief surge, now hovering around 1.5% of the terminal’s capacity. The project received approval to construct a 1.1‑mile, 42‑inch lateral linking the facility to the Permian Basin,...
European investment‑grade credit remains resilient in early 2026 despite a 2% YoY dip in EBITDA growth and modest leverage creep. Interest‑coverage ratios have stabilised and rating upgrades in Spain and Italy bolster the sector’s outlook. Spreads have tightened to historic...

Northeast public issuers are grappling with crumbling infrastructure, rising construction costs and a wave of federal funding cuts. Tariffs and buy‑American requirements are inflating bus purchases for NJ Transit, while the Gateway tunnel project remains stalled after a $205 million funding...
Red Cat Holdings (NASDAQ: RCAT) has retreated about 8% from its January 22 peak, settling near $12.39. The stock sits within 0.75 of its 50‑day moving average’s 20‑day ATR, a bullish signal that historically preceded a 5.9% average gain after one...
Canada and Mexico are drafting a joint action plan on critical minerals, infrastructure and supply chains, slated for release in the second half of 2026. The framework targets non‑geological bottlenecks such as permitting, transport corridors, power supply, processing capacity and...

Ernest Scheyder’s book *The War Below* chronicles the hidden battle over lithium, copper and other critical minerals needed for the global energy transition. The author travels from Nevada to Bolivia, interviewing miners, activists, investors and Indigenous communities to illustrate the...

Metal prices rebounded in February after a volatile January sell‑off, with gold up 14.5% and silver up 18.9% month‑over‑month. All platinum‑group metals rose more than 10%, while lithium hydroxide surged 38.8% and tin climbed 23.6%. The sharp end‑January decline was...

Miami‑Dade’s housing market continued its gradual rebound in January 2026, with total residential closings rising 1.2% to 1,869. Luxury activity surged, as sales of homes priced above $1 million jumped more than 21% year‑over‑year, while all‑cash purchases accounted for 44% of...

Liberty Global reported that its core European operators—Virgin Media O2, VodafoneZiggo and Telenet—delivered full‑year guidance despite tough competition in Q4 2025. Virgin Media O2 expanded its full‑fibre footprint to 8.3 million premises and improved broadband net losses to 16,700. VodafoneZiggo posted...
Scope Ratings became the first European rating agency approved under the ECB's Eurosystem Credit Assessment Framework, allowing its ratings to be used as collateral in monetary‑policy operations. The firm differentiates itself by embedding the EU’s fragmented legal and market environments...
Omnicom reported a $941.1 million GAAP loss for Q4 2025, the first quarter after completing its $15 billion acquisition of Interpublic Group. Revenue surged 27.9% year‑over‑year to $5.5 billion, and adjusted EBITA reached $928.9 million with a 16.8% margin. The company doubled its cost‑synergy goal...

Bank of Ayudhya (Krungsri) announced a plan to add 100 billion baht in SME loans over the next four years, lifting its total SME portfolio to 350 billion baht. The initiative pairs soft‑loan financing with ESG education and advisory, targeting high‑growth sectors...
TC Energy projects North American natural‑gas demand will rise by 45 Bcf/d by 2035, a volume comparable to the entire European market. The surge is attributed to accelerating LNG exports, expanding power‑generation capacity, and heightened reliability requirements for distribution utilities. Midwest...

The Corpus Christi City Council approved a resolution to tap up to $410 million in future water revenue bonds, slated for issuance as late as 2027, to reimburse current cash outlays for critical water‑supply projects. The plan funds a $175 million containerized...

PFM announced a partnership with DebtBook to embed artificial‑intelligence capabilities into public‑sector treasury operations, leveraging PFM's Synario financial‑modeling platform alongside DebtBook's debt‑management suite. The alliance aims to automate cash‑flow, leasing and investment tracking, freeing municipal finance teams to focus on...
Anglo Asian Mining announced it will aim to triple copper production in 2026, targeting 20,000‑25,000 tonnes after delivering 7,915 tonnes from its newly‑online Gilar and Demirli mines in 2025. The company expects an all‑in sustaining cost (AISC) of $6,800‑$7,800 per...
Wingstop reported a 5.8% decline in domestic same‑store sales for Q4 2025, while overall system sales rose 9% thanks to 493 new restaurants. The chain is rolling out Club Wingstop, a loyalty program that lifted guest frequency by 7% in...

Berkshire Hathaway has cut its Amazon stake by 75%, reducing a once‑$15 billion holding to roughly $10 billion. The move, disclosed in a Bloomberg Intelligence podcast, reflects Warren Buffett’s bearish view on the e‑commerce giant’s growth prospects. It marks a rare portfolio...

The Japanese Institute of Certified Public Accountants (JICPA) has proposed treating life insurers' government‑bond holdings as held‑to‑maturity, removing the need for impairment accounting when certain criteria are met. Under current rules insurers must record a loss if market value falls...
Investors can now gain exposure to SpaceX through private secondary markets, specialty ETFs and pooled funds, sidestepping the wait for a public listing. The rocket company is valued at roughly $1.25 trillion, making it one of the most coveted private assets....
Isabel Schnabel highlighted the euro area’s mounting fiscal pressures, noting that low debt levels often coincide with weak public investment. She examined Germany’s new defence and infrastructure package, showing it can lift GDP but also raise debt ratios under different...

Equity volatility in the US is easing, opening the door for a near‑term rally in 10‑year euro swap rates that sit about 20 basis points below their January peak. Market participants expect a bear‑steepening move as the front end of...

France’s inflation fell to 0.3% year‑on‑year in January, the lowest level since 2016 and well below the euro‑area average of 1.7%. The drop, driven by falling manufactured‑goods and energy prices, leaves core inflation at just 0.7% and fuels criticism that...