Despite facing headwinds in restoration and roofing, FirstService Corporation closed 2025 with a 5% revenue increase and a 10% jump in EBITDA, showcasing margin discipline. The company's residential division shone, while strategic patience guides its M&A approach in a competitive market.
Brookfield Asset Management (BAM) reported robust fourth-quarter and full-year 2025 results, highlighted by record fee-related earnings and a 15% dividend increase. The alternative asset giant also announced the appointment of Connor Teskey as CEO, signaling a planned leadership transition, while outlining an aggressive growth strategy centered on AI infrastructure and private wealth expansion for 2026.
Ripple Prime's integration with the high-flying Hyperliquid DEX grants major investors streamlined access to on-chain derivatives and cross-margin capabilities, marking a significant institutional foray into decentralized finance.
Silicon Motion Technology (SIMO) reported robust Q4 2025 results, surpassing revenue and margin targets, as executives outlined a bullish outlook fueled by AI infrastructure needs, PCIe Gen5 adoption, and strategic market share gains. The company forecasts continued sequential growth through 2026, targeting record annual revenue despite industry-wide memory supply constraints.
CDW Corporation closed its fiscal 2025 with a robust fourth quarter, surpassing expectations as customer focus on efficiency and security fueled growth in high-margin software, cloud, and services segments. While navigating a cautious IT spending outlook for 2026, the company aims to outpace the broader market.
The newsletter platform names Mark Swierszcz as its first Canadian partnerships head, signaling a strategic bet on one of its fastest-growing markets as part of a broader global expansion drive.
Oppenheimer downgraded Rockwell Automation (ROK) to 'Perform', suggesting its operational improvements and future manufacturing recovery are largely reflected in its stock price. The move comes even as Rockwell announces a strategic expansion of its partnership with EV maker Lucid in Saudi Arabia.
United Community Banks (UCB) posted stronger-than-expected quarterly revenue, driven by loan growth and improved margins. The regional lender's share repurchase program and debt management moves are drawing investor attention as its stock outperforms the broader market year-to-date.
Gladstone Investment reported robust portfolio expansion and a sharp rise in net asset value for its fiscal third quarter, while detailing strategies to protect its income stream against potential interest rate declines. Management reaffirmed its commitment to the monthly dividend.
Ripple's prime brokerage platform has made its first foray into decentralized finance by integrating Hyperliquid, offering institutional clients a unified gateway to on-chain derivatives and cross-margin capabilities.
Shares of Old Dominion Freight Line (ODFL) have surged nearly 35% in three months, pushing the stock to record highs. This analysis examines whether the current valuation, trading above most analyst targets and key fair value estimates, can be sustained amid shifting freight demand and margin pressures.
The materials science company reported higher annual sales of $8.86 billion while navigating a profit mix shift, maintaining its dividend and providing 2026 guidance that underscores its transition toward higher-margin intelligent labeling solutions.
Facing declining comparable sales, Chipotle announces a multi-pronged transformation plan focusing on menu innovation, technology, global expansion, and an overhauled rewards program to reignite growth.
Microsoft's latest quarterly earnings showcased robust revenue growth and profitability, yet a cautious outlook and heavy AI infrastructure investments have sparked a significant stock sell-off, raising questions about future margins and execution.
Industrial components maker Kadant Inc. (KAI) has finalized a €157 million deal to acquire Austrian precision parts manufacturer voestalpine BÖHLER Profil, a key supplier for over three decades. While the acquisition strengthens Kadant's consumables-focused strategy and secures critical patented technology, executives caution that accounting complexities and existing inventory will dilute earnings through much of 2026 before margin benefits materialize.
The sharp retreat in cocoa futures from record highs presents a new strategic dilemma for Mondelez and its rivals, forcing a delicate balance between protecting margins and retaining cost-sensitive consumers in a volatile market.
Alphabet's self-driving unit Waymo has secured a $16 billion funding round, valuing it at $126 billion. The investment, backed by Sequoia Capital and Dragoneer, fuels an aggressive expansion into over 20 cities and new international markets, while regulators worldwide scrutinize safety frameworks. The move highlights Alphabet's strategic priorities beyond its core advertising business.
Industrial manufacturer IDEX Corporation (NYSE:IEX) reported stronger-than-expected fourth-quarter revenue of $899.1 million, surpassing analyst estimates. However, a deeper look reveals slowing organic growth and margin pressures that temper the headline beat.
Ahold Delhaize's latest fair value estimate sees a marginal adjustment, yet the gap between bullish and bearish analyst targets remains wide. Behind the numbers, subtle changes in discount rates and growth forecasts signal an ongoing debate over the retail giant's resilience in a challenging market.
Yum China Holdings, Inc. (NYSE: YUMC) reported robust fourth-quarter results for 2025, surpassing analyst forecasts for both revenue and adjusted earnings, driven by strategic brand initiatives and expansion into lower-tier cities.
