Intuit expands its ecosystem with a dual-pronged strategy, launching a career development program for accounting students while integrating Checkr's background check services directly into its payroll and enterprise platforms, aiming to solidify its role from talent cultivation to HR operations.
PennyMac Financial Services reported Q4 2025 net income of $106.8 million, declaring a $0.30 per share dividend. While full-year profits grew on higher loan production, the quarter was pressured by a sharp decline in mortgage servicing income due to accelerated prepayments, highlighting the volatility inherent in its dual business model.
Amid soaring market expectations, ServiceNow is aggressively integrating AI across its platform through enhanced partnerships and strategic acquisitions, aiming to make artificial intelligence a native component of enterprise service and security operations.
Alaska Air Group unveils a major operational overhaul, opening a new $200 million Global Training Center while finalizing the integration of Hawaiian Airlines. The moves signal a strategic push to streamline operations and bolster competitiveness against larger rivals.
Bernstein raises UPS price target to $128, citing robust fourth-quarter results that help balance a softer margin outlook. The logistics giant's strategic pivot away from low-margin Amazon business and ongoing cost-cutting measures shape its 2026 trajectory.
NextEra Energy's unique dual-business model offers investors the stability of a regulated utility alongside the high-growth potential of its renewable energy arm, positioning it as a key player in powering the AI boom.
Kraft Heinz announces a major corporate split, separating its global sauces division from its North American grocery business, while Berkshire Hathaway begins selling down its significant stake. The moves signal a strategic pivot for the iconic food giant, raising questions about valuation, dividends, and long-term direction in a shifting consumer landscape.
Analyst firm Argus has raised its price target for Sanmina Corporation (SANM) to $200, maintaining a Buy rating following the company's better-than-expected Q1 2026 results and robust positioning in key growth markets.
While robust cash generation is a hallmark of a healthy business, it doesn't automatically translate to a sound investment. We examine three companies with strong free cash flow margins where valuation and strategic concerns give investors pause.
The business services sector has outperformed, riding a wave of corporate demand for efficiency. But with economic sensitivity looming, we analyze two companies with robust models and one where caution may be warranted.
Honeywell International posts a robust Q4 with record orders and backlog, while announcing an accelerated timeline to spin off its core Aerospace business as a standalone public company by late 2026, a move set to redefine its investment profile.
Under new CEO César Vargas, the family-owned group is breaking into five autonomous business units in a bid to boost agility and market responsiveness, as it eyes growth beyond its €900m turnover.
A.O. Smith's Q4 2025 earnings reveal a tale of two stories: revenue that missed expectations but profits that beat them. The water technology leader is leaning into commercial strength and operational discipline to expand margins, even as it braces for a challenging 2026 marked by input cost inflation and persistent softness in its China business.
With Spirit Airlines shrinking operations under bankruptcy protection, JetBlue executives confirm detailed contingency plans are ready to deploy, centering on the crucial Fort Lauderdale hub.
Longtime CMO Jon Bridges steps down as Chick-fil-A enters its 80th anniversary year. Michael Lage, a 14-year company veteran with digital and operations experience, will take the helm after a transition period.
ExxonMobil has begun commercial operations of a significant carbon capture and storage venture with CF Industries in Louisiana, marking a key step in its strategy to become a leading player in the emerging CCS network along the U.S. Gulf Coast.
A pivotal week in business saw Tesla's long-awaited robotaxis begin operations without safety drivers, signaling a new phase in autonomous mobility. Meanwhile, Greg Abel's early moves at Berkshire Hathaway hint at a potential strategic shift, and a push for tokenized, round-the-clock stock trading raises questions about the future of finance.
Scotts Miracle-Gro is selling its Hawthorne gardening subsidiary to focus on its core lawn and garden business, while launching a significant share repurchase program to return capital to shareholders.
South African low-cost carrier Lift has secured membership in the International Air Transport Association (IATA), a key milestone that validates its business model and facilitates its planned regional expansion into Mauritius and Reunion.
Tesla maintained its Bitcoin position through a turbulent quarter, reporting significant unrealized losses as cryptocurrency markets slumped, even as its core automotive business outperformed expectations.
