SPAC Performance

Business

National Fuel Gas Kicks Off Fiscal 2026 with Strong Upstream Performance, Eyes Pipeline Growth and Ohio Acquisition

National Fuel Gas (NFG) reported robust first-quarter earnings, driven by a 29% surge in upstream EBITDA. Executives highlighted progress on pipeline expansions, strategic hedging against volatile gas prices, and the planned acquisition of CenterPoint's Ohio utility, while reaffirming full-year guidance.

Jan 30, 2026

Business

Thai Beverage's Five-Year Slump: Shareholders Grapple with 29% Loss Amid Market Outperformance

Despite modest earnings growth, Thai Beverage (SGX:Y92) has seen its share price tumble 40% over five years, leaving long-term investors with a significant total return deficit. We examine the disconnect between fundamentals and market sentiment.

Jan 30, 2026

Business

Hexcel Eyes Sustained Aerospace Rebound After Challenging 2025, Outlines Growth Plan

Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.

Jan 30, 2026

Business

AIC Mines Shares Rally on Strong Quarterly Performance, Growth Projects on Track

AIC Mines Ltd (ASX:A1M) reported record ore production and maintained cost guidance in its Q2 2026 update, with its share price rising 5.7%. The company's strategic focus remains on expanding its Eloise processing plant and advancing the Jericho project, aiming to boost copper output while managing expenses.

Jan 30, 2026

Business

Kennametal Beats Q2 Forecasts on Pricing Power and Restructuring Gains, Raises Full-Year Outlook

Kennametal (KMT) posted stronger-than-expected fiscal Q2 results, driven by strategic pricing actions amid soaring tungsten costs and continued restructuring benefits. The company raised its full-year sales and earnings guidance, signaling confidence in navigating raw material volatility and capitalizing on growth in key end markets like aerospace and infrastructure.

Feb 5, 2026

Business

Viasat Deploys Global Ka-Band Network, Sharpening Focus on Lucrative Government and Defense Sector

Satellite communications provider Viasat has launched a unified global Ka-band network aimed squarely at government and military clients, seeking to capture a larger share of the secure connectivity market and compete more directly with rivals like SpaceX and SES.

Feb 5, 2026

Business

e.l.f. Beauty Soars on Rhode Acquisition, Raises Full-Year Outlook After Stellar Q3

Fueled by the blockbuster performance of its newly acquired Rhode brand, e.l.f. Beauty posts a 38% surge in Q3 sales and significantly raises its fiscal 2026 guidance, underscoring its aggressive expansion in the value beauty segment.

Feb 5, 2026

Business

Atmos Energy Posts Strong Q1 Earnings, Bolstered by Texas Legislation and Steady Customer Growth

Atmos Energy reported a robust fiscal first quarter, with net income reaching $403 million. Performance was supported by a Texas regulatory benefit, operational resilience during Winter Storm Fern, and ongoing investments in infrastructure and customer growth, as the company reaffirms its full-year guidance.

Feb 5, 2026

Business

Artisan Partners Caps Record 2025 with $180B AUM, Charts Expansion into Private Markets

The active asset manager reported record quarterly revenue and strong full-year performance, driven by investment gains exceeding $33 billion. Its strategic pivot beyond public equities gained momentum with the acquisition of real estate private equity firm Grandview Property Partners.

Feb 5, 2026

Business

American Financial Group Caps 2025 with Record Underwriting Profit, Eyes Continued Growth in 2026

American Financial Group (AFG) reported a robust finish to 2025, highlighted by a record fourth-quarter underwriting profit and significant capital returns to shareholders. The specialty insurer enters the new year with a business plan targeting premium growth and a combined ratio near 92.5%, backed by strong performance in its crop and specialty P&C segments.

Feb 5, 2026

Business

Proto Labs Q4 Earnings Preview: Can the Digital Manufacturer Maintain Its Beat Streak?

Proto Labs (PRLB) is set to report fourth-quarter earnings before Friday's market open. Investors will watch to see if the on-demand manufacturing leader can extend its track record of exceeding revenue estimates against a backdrop of mixed industrial sector performance.

Feb 5, 2026

Business

Lumentum Posts Record Quarter as AI Infrastructure Demand Fuels Optical Component Surge

Lumentum Holdings Inc. (NASDAQ: LITE) reported its highest-ever quarterly revenue for Q2 2026, driven by surging demand for its optical components from AI and cloud infrastructure builders. The company also announced a landmark order for its next-generation Co-Packaged Optics technology, signaling a strategic shift in its role within high-performance computing supply chains.

Feb 5, 2026

Business

Starbucks Reports Turnaround Signs Amid Strategic Shift, But Analysts Question Valuation

Starbucks shows early signs of recovery with positive comparable sales, but Motley Fool analysts debate whether the stock's premium price aligns with its moderated growth trajectory. The discussion also covers General Motors' steady performance and the speculative rally in silver markets.

Feb 5, 2026

Business

WillScot Holdings Insiders Signal Confidence with $1.09 Million Stock Purchase

A coordinated wave of insider buying at WillScot Holdings Corporation, totaling over $1 million, suggests leadership optimism about the modular space and workforce solutions provider's trajectory, despite a recent dip in share price.

Feb 4, 2026

Business

TransDigm Soars on Strong Q1, Raises Outlook Amid $3.2 Billion Acquisition Spree

Aerospace supplier TransDigm Group kicked off fiscal 2026 with robust earnings, exceeding expectations and raising its full-year guidance. The company also announced a flurry of acquisitions totaling over $3.2 billion, signaling aggressive growth in proprietary aerospace components and aftermarket parts.

Feb 4, 2026

Business

TransDigm Navigates OEM Headwinds, Delivers Strong Margins in Q3; CEO Stein Prepares to Pass Baton

Aerospace supplier TransDigm Group reported robust third-quarter earnings, with EBITDA margins exceeding 54%, despite temporary softness in its commercial OEM segment. Outgoing CEO Kevin Stein reflected on his tenure ahead of his September retirement, expressing confidence in successor Mike Lisman as the company updates its full-year guidance.

Feb 4, 2026

Business

DaVita Navigates Hurricane Disruptions and Regulatory Shifts, Reaffirms 2024 Outlook Amid Steady Q3 Performance

DaVita Inc. reported third-quarter earnings in line with expectations, detailing its response to major hurricane disruptions and providing updates on supply chain challenges and the upcoming CMS 2025 payment rule. The company reaffirmed its full-year guidance while outlining potential headwinds and tailwinds for 2025.

Feb 4, 2026

US

Arizona Lawmakers Propose Felony Charges for Parents Attending Drag Events with Children

A controversial bill advancing in Arizona's legislature seeks to criminalize parents who bring minors to drag performances, raising concerns over parental rights and First Amendment freedoms.

Feb 4, 2026

Business

Parker-Hannifin Soars on Strong Q2, With Truist Bullish on Margin Resilience

Following a robust second-quarter earnings beat, Parker-Hannifin sees its price target raised by Truist, which highlights the industrial giant's impressive margin strength and upwardly revised guidance driven by aerospace demand and filtration growth.

Feb 4, 2026

Business

Legacy Ridge Capital Navigates Turbulent Year, Bets Big on Polaris Amid Market Volatility

Investment firm Legacy Ridge Capital Management reported a 7% net return for 2025, citing market volatility for underperformance. In its Q4 letter, the firm detailed its concentrated portfolio strategy and highlighted its position in powersports manufacturer Polaris Inc. (PII), a stock that has gained nearly 50% over the past year.

Feb 4, 2026