Union Pacific's fourth-quarter results aligned with Wall Street forecasts, with steady sales and earnings per share matching estimates. The railroad giant cited mixed freight demand and persistent cost inflation as key factors, while highlighting resilience following severe winter disruptions.
Osisko Development Corp. (TSXV:ODV) has announced a major $125 million equity financing to advance its flagship Cariboo Gold Project in British Columbia, following a temporary operational suspension due to a contractor fatality. The move comes as the company's shares show strong recent momentum but trade at a significant discount to peers, raising questions about its valuation and path forward.
Suncor Energy executives, in their Q4 2025 earnings call, detailed a year of record safety and operational performance, achieving multi-year financial targets ahead of schedule. Management credits a culture of internal optimization and capital discipline for delivering higher volumes at lower costs, even amid declining oil prices.
CVS Health faces operational shifts as it prepares to exit a major New Jersey Medicaid pharmacy network, potentially affecting nearly 1 million members, while simultaneously confronting proposed federal rules demanding greater transparency from its Pharmacy Benefit Manager division.
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.
General Mills faces a pivotal moment as it appoints a new independent director and updates governance bylaws, while simultaneously expanding a voluntary recall of Pillsbury Pizza Pops in Canada over potential E. coli contamination. These parallel developments underscore the balancing act between strategic oversight and operational risk management for the consumer staples giant.
As The Walt Disney Company prepares to report earnings, CNBC's Jim Cramer places the media giant under scrutiny, highlighting persistent challenges in its streaming business and theme park operations that investors will be watching closely.
MTN Group's fair value estimate has been adjusted upward to US$190.11 per share, driven by modestly improved revenue growth expectations. The revision highlights the market's attempt to weigh new management priorities against persistent operational risks in emerging markets.
While Winter Storm Devin triggered JetBlue's late-December collapse, a closer look reveals a fragile operational system, concentrated network, and strained labor relations that pose significant ongoing risks for the airline and its investors.
A historic winter storm has plunged American Airlines into its worst weather-related crisis, stranding crews and passengers while wiping up to $200 million from its revenue, exposing deep-seated recovery challenges.
Tyson Foods' recent quarterly performance, marked by strength in chicken and prepared foods, is being scrutinized as rising beef input costs pressure margins. The stock's pre-earnings surge sets a high bar for the company to prove its operational turnaround can deliver sustainable profits.
Amidst a backdrop of operational challenges and leadership changes, a bullish investment thesis for Boeing is gaining traction, pointing to its strategic moves and massive backlog as catalysts for a potential turnaround.
General Dynamics posted strong Q4 sales and profits, yet its stock fell as analysts zeroed in on persistent margin pressures, supply chain woes, and the pace of converting a massive defense backlog into cash flow.
VF Corporation's latest earnings reveal a tale of two portfolios: strong growth from The North Face and Timberland contrasts with persistent challenges at Vans. While management touts operational progress, analyst questions zero in on the timeline for a full recovery and mounting external pressures.
AXIS Capital Holdings Ltd. (AXS) reported stronger-than-expected Q4 results, fueled by its insurance segment and new specialty lines. While management touted operational improvements, analysts on the earnings call zeroed in on the durability of underwriting profits and the challenges of a competitive market.
Lumen Technologies (NYSE: LUMN) surpassed Wall Street's revenue expectations for Q1 2026, posting $3.04 billion in sales. However, the results reveal a 4.4% year-over-year decline and ongoing struggles in its core enterprise segment, casting a shadow over the telecom infrastructure provider's turnaround efforts.
The Walt Disney Company has named theme parks chief Josh D’Amaro as its next CEO, placing its most reliable profit engine at the helm to steer the global media giant through industry-wide uncertainty and a historic $60 billion global expansion.
Josh D’Amaro, Disney's newly appointed CEO, steps into the top role on March 18. Known for his charismatic, people-first style modeled after Bob Iger, he faces a complex landscape of streaming wars, theme park pricing pressures, and the need to revitalize key franchises.
While PACCAR's Q4 truck sales dipped year-over-year, the company surpassed revenue forecasts. Record performances from its parts and financial services divisions helped offset a softer freight market, with management pointing to emissions policies and new tariffs as ongoing challenges.
KTM's preliminary 2025 financial results reveal a steep decline in revenue and sales, casting doubt on the efficacy of recent restructuring efforts and raising questions about the brand's near-term recovery trajectory.
