@MaerinoResearch Maerino Equity Research

Maerino Equity Research posts on X about strong, breaking, dividend, debt the most. They currently have [--] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

• [--] Week [-----] -72%
• [--] Month [------] +482%

Mentions: [--] #

• [--] Week [--] -77%
• [--] Month [---] +328%

Followers: [--] #

• [--] Week [--] +3%
• [--] Month [--] +325%

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Social Influence

Social category influence finance 70.32% stocks 47.74% cryptocurrencies 12.9% currencies 5.16% countries 4.52% financial services 3.87% technology brands 1.94% exchanges 1.29% travel destinations 0.65% automotive brands 0.65%

Social topic influence strong 36.13%, breaking 27.74%, dividend #1326, debt 14.84%, growth 10.97%, flow 10.97%, cash flow 9.68%, $1b 8.39%, acquisition 7.74%, eps 7.1%

Top accounts mentioned or mentioned by @srg444

Top assets mentioned Strategy Incorporated (STRF) Bitcoin (BTC) SM Energy Company (SM) Strategy (MSTR) Strike (STRK) Stride (STRD)

Top Social Posts

Top posts by engagements in the last [--] hours

"BREAKING: $SM completes all-stock merger with $CIVI (1.45:1 exchange ratio). New leadership: Beth McDonald named CEO Blake McKenna as COO. Board expands to [--] members. Credit facility amended: $2.5B commitments $5.0B borrowing base. Maturity extended to [----]. (1/2)"
X Link 2026-01-30T14:28Z [--] followers, [--] engagements

"BREAKING: Americold Realty Trust $COLD appoints Christopher Papa as new CFO effective Feb [--] [----]. Scott Henderson named interim CFO. Company reaffirms [----] AFFO guidance. (1/2)"
X Link 2026-01-26T21:25Z [--] followers, [--] engagements

"BREAKING: $SNEX reports record Q1 results with 47% revenue growth to $724.4M and announces 3-for-2 stock split. - Net income hits $139.0M ($2.50 EPS) - ROE 22.5% (32.4% tangible) - Adj. EBITDA surges 64% Y/Y to $250.9M - Growth driven by Commercial/Institutional segments & acquisitions - Stock dividend payable March [--] to holders of record March [--] Segments: Securities ($575.9M) Physical ($135.4M) Payments ($54.6M) Derivatives/FX ($118.3M/$68.7M) https://twitter.com/i/web/status/2019163741728768308 https://twitter.com/i/web/status/2019163741728768308"
X Link 2026-02-04T21:38Z [--] followers, [---] engagements

"Details: - Remaining ATM capacity: $8.17B ($MSTR) + $3.62B ($STRC) - Bitcoin holdings avg: $76037/BTC - Public dashboard tracks securities BTC positions & KPIs Other securities capacity: $STRF $STRK $STRD remain available. (2/2)"
X Link 2026-01-26T13:04Z [--] followers, [--] engagements

"BREAKING: $FLG profitable in Q4 2025: $21M net income ($0.05/share). Adjusted $30M ($0.06/share). - C&I loans 28% Q/Q to $3.0B - NIM +23bps to 2.14% - CET1 12.83% FY net loss $210M ($0.50) (1/2)"
X Link 2026-01-30T11:18Z [--] followers, [--] engagements

"BREAKING: Janus Henderson Group $JHG reports strong [----] results - $493B AUM (+30% YoY) $5.23 diluted EPS. Full-year net inflows hit $56.5B vs $2.4B in [----]. Merger with Trian/General Catalyst pending RBA acquisition to boost SMA capabilities. (1/2)"
X Link 2026-01-30T14:03Z [--] followers, [--] engagements

"BREAKING: $RAL reports mixed Q4 results with revenue growth but massive net loss due to goodwill impairment. - Q4 revenue $555M (+1% YoY +5% QoQ); FY revenue $2.07B - Net loss $1.37B (EPS -$12.10); adj EPS $0.69 - $1.44B non-cash impairment in Test & Measurement Segments: Sensors $337.2M (+6% YoY) Test $217.4M (-6% YoY) Cash $319M; $0.05/share dividend [----] Guide: Q1 rev $508-522M (adj EPS $0.46-$0.52); FY rev $2.1-2.2B (adj EPS $2.22-$2.42) https://twitter.com/i/web/status/2019171130406326670 https://twitter.com/i/web/status/2019171130406326670"
X Link 2026-02-04T22:08Z [--] followers, [---] engagements

"BREAKING: $STRF reports Q4 results with $123M revenue (+1.9% YoY) but $12.4B net loss on $17.4B digital asset write-down - Holds [------] BTC ($59.8B market value) at $76k avg cost vs $83.7k market price - Cash $2.3B; raised $25.3B in [----] via equity ($STRC $STRK $STRD $STRF) - New monthly dividend framework for $STRC using VWAP tiers - $2.25B USD reserve covers 2.5+ years of dividends - Preferred distributions classified as Return of Capital for 10+ years https://twitter.com/i/web/status/2019532355065540832 https://twitter.com/i/web/status/2019532355065540832"
X Link 2026-02-05T22:03Z [--] followers, [--] engagements

"BREAKING: $DT reports strong Q3 FY2026 results with 20% ARR growth and authorizes $1B share buyback. - ARR hits $1.97B (+20% YoY) - Revenue $515M (+18% YoY) - GAAP ops income $72.7M; non-GAAP $153.4M - $33.8M operating cash flow; $27.2M FCF New $1B repurchase program replaces completed $500M plan - $160M spent in Q3 at avg $45.31/share Raises FY guidance: ARR $2.05B-$2.06B revenue $2.005B-$2.01B non-GAAP EPS $1.67-$1.69 https://twitter.com/i/web/status/2020826073018040720 https://twitter.com/i/web/status/2020826073018040720"
X Link 2026-02-09T11:44Z [--] followers, [--] engagements

"BREAKING: $TALK unveils [----] financial outlook & AI strategy at J.P. Morgan Healthcare Conf. - Revenue guidance: $226M-$230M - Adj. EBITDA: $14M-$16M - 2022-2025 revenue CAGR: 24% Details: AI Agent (HIPAA-safe LLM) market expansion key partnerships. (1/2)"
X Link 2026-01-15T21:18Z [--] followers, [---] engagements

"BREAKING: $HLNE reports strong Q3 FY26 results with double-digit growth - Revenue: $198.6M (+18% YoY) - GAAP EPS: $1.37; Non-GAAP Adj. EPS: $1.55 - Dividend raised 10% to $2.16 annual target - AUM & advisement hits $1017.6B (+6% YoY) (1/2)"
X Link 2026-02-03T12:05Z [--] followers, [--] engagements

"BREAKING: $NFBK merges with $CLBK. Q4 net loss $27.4M ($0.69/share) includes $41M goodwill charge. - Net interest margin up to 2.70% (vs 2.18% YoY) - FY net income $796K vs $29.9M in [----] (1/2)"
X Link 2026-02-03T19:14Z [--] followers, [--] engagements

"BREAKING: $HRB Q2 FY26 results show 11.1% revenue growth to $198.9M but net loss of $(241.6)M ($(1.91) EPS). - EBITDA (non-GAAP): $(265.8)M - Reaffirmed FY26 revenue guidance of $3.875B-$3.895B - YTD shareholder returns: $507.7M via buybacks & dividends (1/2)"
X Link 2026-02-03T21:17Z [--] followers, [--] engagements

"BREAKING: $ARAY reports Q2 FY2026 results with revenue decline and net loss amid transformation plan. - Total revenue $102.2M (-12% YoY): Products $45.0M (-26%) Service $57.2M (+4%) - Net loss $13.8M vs $2.5M profit YoY; Adj. EBITDA -$1.9M vs +$9.6M - Workforce optimization impacting 15% of global employees - Backlog $383.3M (-17% YoY); Book-to-bill [---] - FY2026 guidance revised: Revenue $440M-$450M (prev $471M-$485M); Adj. EBITDA $22M-$25M (prev $31M-$35M) https://twitter.com/i/web/status/2019159648188715488 https://twitter.com/i/web/status/2019159648188715488"
X Link 2026-02-04T21:22Z [--] followers, [--] engagements

"BREAKING: $WEX reports strong Q4/FY2025 results with revenue growth and issues bullish [----] guidance. - Q4 rev $672.9M (+5.7% YoY) FY rev $2.66B (+1.2%); adj EPS $4.11 - Segments: Mobility $345.1M Benefits $204.9M Corp Payments $122.9M (purchase vol +16.9%) - Cash flow ops $294.7M Q4; leverage 3.1x; $799.8M share buybacks in [----] - [----] outlook: Q1 rev $650-670M (adj EPS $3.80-4.00); FY rev $2.70-2.76B (adj EPS $17.25-17.85) https://twitter.com/i/web/status/2019165344657527190 https://twitter.com/i/web/status/2019165344657527190"
X Link 2026-02-04T21:45Z [--] followers, [--] engagements

"BREAKING: $THR reports strong Q3 FY2026 results with raised full-year guidance. - Revenue up 9.6% YoY to $147.3M - Adj. EPS $0.66 & Adj. EBITDA $35.6M (24.2% margin) - Orders surge 14.1% to $158.2M; backlog hits $259.4M (+10.1% YoY) - Net debt $96.3M (0.8x leverage); $15.8M shares repurchased YTD - New outlook: Revenue $516M-$526M; Adj. EPS $2.05-$2.19 https://twitter.com/i/web/status/2019378338893115469 https://twitter.com/i/web/status/2019378338893115469"
X Link 2026-02-05T11:51Z [--] followers, [--] engagements

"BREAKING: $GPRE reports Q4 net income of $11.9M ($0.17/share) and $49.1M Adjusted EBITDA including $23.4M from 45Z tax credits. - FY2025 revenue $2.09B (down 15% YoY) with net loss of $(121.3M) - Expects $188M 45Z-related EBITDA in [----] - Carbon capture ops launched at [--] NE sites - Strong liquidity: $230.1M cash $325M credit available https://twitter.com/i/web/status/2019381119926358252 https://twitter.com/i/web/status/2019381119926358252"
X Link 2026-02-05T12:02Z [--] followers, [---] engagements

"BREAKING: $HAIN reports Q2 FY2026 earnings miss with 7% sales decline ($384.1M) and $116M net loss driven by impairment charges. - Adjusted net loss: $3M vs $8M profit prior year - Gross margin down 330bps to 19.4%; adj. EBITDA drops to $24M from $38M - Divests North American snack biz to streamline portfolio - North America sales -10.3% vs International +2.3% organic growth - Net debt $637M (4.9x leverage ratio) https://twitter.com/i/web/status/2020833844476133543 https://twitter.com/i/web/status/2020833844476133543"
X Link 2026-02-09T12:15Z [--] followers, [--] engagements

"BREAKING: $UVV appoints Steven S. Diel as new CFO effective April [----] reports Q3 revenue decline. - CFO Transition: Current CFO Johan Kroner retires July [----] stays through transition - Q3 Results: Revenue $861.3M (-8% YoY) Op income $82.0M (-21%) - 9-Month Stats: Revenue $2.21B (-2%) Op income $183.4M (-3%) - Ingredients Segment: Revenue +7% to $265.2M but op income plunged 82% to $1.4M - Liquidity: $595M available via upsized credit facility total debt down $77M to $1.08B https://twitter.com/i/web/status/2020850096544338113 https://twitter.com/i/web/status/2020850096544338113"
X Link 2026-02-09T13:19Z [--] followers, [--] engagements

"BREAKING: Avanos Medical $AVNS targets $1B revenue by [----] via growth acceleration M&A & efficiency. Investor Day June [--] [----] in NYC. (1/2)"
X Link 2026-01-13T22:33Z [--] followers, [--] engagements

"Details: - Liquidity: $782M ($53M cash + $730M credit) - Debt: $850M (3.3x net leverage) - [----] Capex: $40-45M (1.6% of rev) Margins: - LTM gross: 29.4% - LTM Adj. EBITDA: 9.4% Focus: AI enablement workforce solutions & $40B US healthcare staffing market by [----]. (2/2)"
X Link 2026-01-14T14:07Z [--] followers, [---] engagements

"BREAKING: $ACHC appoints Debra K. Osteen as CEO effective Jan [--] [----]. She returns after serving from 2018-2022 succeeding Christopher Hunter. Company reaffirms [----] guidance. (1/2)"
X Link 2026-01-20T13:10Z [--] followers, [---] engagements

"Preliminary [----] Estimates: Q4 Revenue: $290-310M FY: $1.15-1.17B Q4 Costs: $220-230M FY: $870-880M Q4 Capex: $45-55M (incurred) $50-60M (paid) FY Capex: $180-190M (incurred) $175-185M (paid) PROPWRSM secured Coterra Energy contract for Permian microgrids (2/2)"
X Link 2026-01-26T21:24Z [--] followers, [---] engagements

"BREAKING: $TROX closing Fuzhou TiO2 plant (China) on weak demand high sulfur costs & overcapacity. - Impacts: [---] jobs - Q4 charges: $60M-$80M - Savings: $15M+/yr Q4 prelim: - Revenue: $730M (+8% y/y) - Net loss: $176M - Adj EBITDA: $57M - FCF: $53M (1/2)"
X Link 2026-01-26T21:42Z [--] followers, [---] engagements

"2026 adj EPS (continuing ops) expected double-digit growth (constant currency) - Supported by +30% equity income & flat interest expense - IFP sale proceeds fund Kenvue acquisition Transformation strategy ongoing margin focus continues (3/3)"
X Link 2026-01-27T11:41Z [--] followers, [--] engagements

"BREAKING: $RTX reports strong Q4 & full-year [----] results with 12% sales growth ($24.24B) and 10% annual sales increase ($88.60B). [----] outlook: Sales $92B-$93B (5-6% organic growth) adj. EPS $6.60-$6.80. (1/2)"
X Link 2026-01-27T12:01Z [--] followers, [---] engagements

"BREAKING: $WRLD reports Q3 FY2026 results with $141.3M revenue (+2.2% YoY) but a net loss of $0.9M (-$0.19/share). Nine-month revenue up 2.2% to $408.2M with $1.5M net loss. (1/2)"
X Link 2026-01-27T12:42Z [--] followers, [--] engagements

"BREAKING: Illinois American Water ($AWK) files rate request seeking $119M in additional annual revenue by [----] (+$15M in 2028) to fund $577M in water/wastewater infrastructure investments. - Benefits 1.3M+ people across [---] IL communities - Pending ICC approval (1/2)"
X Link 2026-01-27T21:26Z [--] followers, [--] engagements

"BREAKING: $CPF reports strong Q4 & FY2025 results: $22.9M net income ($0.85/share) for Q4; $77.5M ($2.86/share) for FY. ROA 1.25% ROE 15.41% NIM 3.56%. Announces $55M share buyback for [----] & raises dividend 3.6% to $0.29/share. (1/2)"
X Link 2026-01-28T12:14Z [--] followers, [--] engagements

"BREAKING: $BMI reports Q4 [----] results with strong growth. Net sales: $196.7M (+12.4% YoY) Diluted EPS: $0.95 vs $0.84 Net earnings: $27.7M (+13.1% YoY) (1/2)"
X Link 2026-01-28T13:35Z [--] followers, [---] engagements

"BREAKING: Thermo Fisher Scientific ($TMO) reports strong Q4 & FY2025 results: - Q4 revenue $12.2B (+7% YoY) adj EPS $6.57 (+8%) - FY revenue $44.6B (+4%) adj EPS $22.87 (+5%) - Deployed $16.5B capital incl. $13B for acquisitions (Clario pending) (1/2)"
X Link 2026-01-29T11:20Z [--] followers, [--] engagements

"Strategic moves: - Mercury unveils '808' outboard concept - Navico launches Simrad AutoCaptain - Freedom Boat Club hits [---] locations (640K+ trips in 2025) $BC continues to innovate & expand market presence. (3/3)"
X Link 2026-01-29T11:28Z [--] followers, [--] engagements

"BREAKING: $XRX reports mixed Q4 [----] results - revenue up 25.7% YoY to $2.03B but down 9.0% pro forma vs [----]. Posts GAAP net loss of $(73)M (-$0.60/share) and adjusted net loss of $(8)M (-$0.10/share). Adjusted operating margin at 5.0%. (1/2)"
X Link 2026-01-29T11:40Z [--] followers, [--] engagements

"$BFH highlights: - CET1 ratio rises to 13.0% DTC deposits up 11% to $8.5B - Renewed $CZR partnership; new deals with Cricket Wireless - [----] outlook: Low single-digit rev growth net loss rate 7.2-7.4% - Targeting positive operating leverage via expense control (2/2) http://Crypto.com http://Crypto.com http://Crypto.com http://Crypto.com"
X Link 2026-01-29T11:51Z [--] followers, [--] engagements

"BREAKING: $ONEW reports Q1 revenue up 1.3% to $380.6M but posts $7.7M net loss (-$0.47/share). Gross margin expands 110bps to 23.5%. Maintains FY2026 guidance amid flat industry outlook. (1/2)"
X Link 2026-01-29T12:17Z [--] followers, [--] engagements

"BREAKING: $INSW announces sale of [--] vessels (3 MR tankers [--] VLCCs) for $185M net proceeds - Expected $65M gains - Transactions to close in Q1 [----] Fleet to reduce to [--] vessels post-sale (1/2)"
X Link 2026-01-29T13:05Z [--] followers, [--] engagements

"FY2025 Details: - Organic sales +0.7%; adj GM 45.2% - Q4 sales +3.9% to $1.64B; adj EPS $0.86 - VMS divestiture (5% sales): $45.6M Q4 charge [----] Guide: - Sales -1.5% to -0.5% (exits) - Adj GM +100bps - OCF $1.15B Growth drivers: ARM & HAMMER THERABREATH int'l M&A (2/2)"
X Link 2026-01-30T12:12Z [--] followers, [--] engagements

"BREAKING: $AUB releases Q1 [----] investor presentation with [----] outlook - $37.6B assets / $5.7B market cap - [----] targets: Loans $29-30B Deposits $31.5-32.5B - NII guidance: $1.35-1.375B (3.90-4.00% NIM) - Plans [--] new NC branches + [--] ATMs (1/2)"
X Link 2026-01-30T12:41Z [--] followers, [--] engagements

"Strategic outlook: $200M-$300M annual synergies expected. $SM plans $1B+ asset sales to boost balance sheet & capital returns. Targets investment-grade metrics. Stock authorization doubled to 400M shares. Q4/FY [----] results & [----] outlook due Feb 25; call Feb [--]. (2/2)"
X Link 2026-01-30T14:28Z [--] followers, [--] engagements

"BREAKING: $THFF execs to present at Janney CEO Forum Feb 4-5 [----]. Discloses strong [----] results: - Total assets: $5.76B - Net income: $79.21M ($6.68 EPS) - Net interest margin: 4.29% ROAA: 1.42% ROAE: 13.30% (1/2)"
X Link 2026-01-30T14:58Z [--] followers, [--] engagements

"$THFF highlights robust capital & shareholder returns: - Total risk-based capital: 14.22% - Tier [--] leverage: 11.25% - Book value/share: $54.69 30+ years of dividend growth ($2.04/share in 2025) Repurchased [------] shares ($29.13M) in [----] (2/2)"
X Link 2026-01-30T14:58Z [--] followers, [--] engagements

"BREAKING: $CINF announces 8% dividend hike to $0.94/share & key leadership promotions. - Marks 66th consecutive annual dividend increase - New appointments include Chief Actuary Head of Cincinnati Re and Treasurer (1/2)"
X Link 2026-01-30T20:18Z [--] followers, [--] engagements

"Aerospace sales +29% to $635M (23.4% margin); Industrial +30% to $362M (18.5% margin). Balance sheet: Debt down to $888M leverage 1.2x. $129M share buybacks + $17M dividends paid. Cash & equivalents at $454.2M. (2/2)"
X Link 2026-02-02T21:04Z [--] followers, [--] engagements

"BREAKING: $STRF announces 100% of [----] preferred stock distributions treated as nontaxable return of capital. Applies to shareholder tax basis excess as capital gain. Company expects no E&P accumulation for [--] years. (1/2)"
X Link 2026-02-02T21:04Z [--] followers, [--] engagements

"2025 Highlights: - Raised $5.5B via Digital Credit IPOs + $1.9B ATM - Paid $413M distributions (9.6% annual rate) Outlook: No E&P expected return of capital treatment projected for [--] years. $STRF is world's largest Bitcoin Treasury Co. (2/2)"
X Link 2026-02-02T21:04Z [--] followers, [--] engagements

"BREAKING: $DOC to spin off senior housing REIT Janus Living via [----] IPO retains stake. Q4 Results: - Nareit FFO: $0.47 - FY FFO Adj: $1.84 - Life Plan NOI: +12.6% YoY $1B asset sales target to reinvest in medical/life science. (1/2)"
X Link 2026-02-02T21:32Z [--] followers, [--] engagements

"BREAKING: $FFBC reports strong Q4 [----] results with $62.4M GAAP net income ($0.80/share) and 3.96% NIM. - Closed Westfield Bank acquisition ($2.1B assets added) - $BFIN acquisition expected Jan [--] [----] - [----] NIM guidance: 3.94%-3.99% - Maintains $0.25/share dividend (1/2)"
X Link 2026-02-02T21:33Z [--] followers, [--] engagements

"BREAKING: $ESI completes Micromax acquisition bolsters Electronics portfolio. - Secures $450M Term Loan & $500M Revolving Credit Facility via amended agreement - $350M of Term Loans to be swapped to fixed-rate euro debt through [----] (1/2)"
X Link 2026-02-02T21:53Z [--] followers, [--] engagements

"BREAKING: $ADM Q4 adj. EPS $0.87 ($0.94 GAAP); FY adj. EPS $3.43 ($2.23 GAAP) - 2% dividend hike to $0.52/share (53rd year) - [----] adj. EPS guide: $3.60-$4.25 - $5.5B operating cash flow in [----] (1/2)"
X Link 2026-02-03T11:11Z [--] followers, [--] engagements

"Segment performance: - Ag Services & Oilseeds Q4 profit 31% YoY to $444M - Carbohydrate Solutions 6% to $299M - Nutrition 11% to $78M Strategic focus: - Targets $500M-$750M cost savings over 3-5 years - [----] capex guidance: $1.3B-$1.5B (2/2)"
X Link 2026-02-03T11:11Z [--] followers, [--] engagements

"BREAKING: $WTW reports mixed Q4 & FY2025 results with revenue declines (-3% Q4 -2% FY) but strong organic growth (+6% Q4 +5% FY). - Adj. EPS: $8.12 (Q4) $17.08 (FY) - $1.65B share buybacks in [----] - Strategic acquisitions (Newfront Cushon) to drive [----] growth (1/2)"
X Link 2026-02-03T11:12Z [--] followers, [--] engagements

"BREAKING: $MPC reports strong Q4 & full-year [----] results - Q4 net income: $1.54B ($5.12/share) - FY net income: $4.05B ($13.22/share) - FY adj. EBITDA: $11.96B - $8.3B cash from ops - Returned $4.5B to shareholders - Liquidity: $4.4B repurchase auth + $3.7B cash (1/2)"
X Link 2026-02-03T11:38Z [--] followers, [--] engagements

"2026 Outlook: - $MPC capex: $1.5B (65% growth) - $MPLX spend: $2.7B Key projects: - Refinery upgrades (2026-27) - $MPLX expansions (2026-29) - Gulf Coast LPG export Q1 refining: $5.85/bbl costs 2.74M bpd throughput (2/2)"
X Link 2026-02-03T11:38Z [--] followers, [--] engagements

"BREAKING: Capri Holdings $CPRI reports Q3 FY2026 results with total rev down 4.0% YoY to $1.025B. Net income from continuing ops at $57M ($0.47/share) adj. net income $98M ($0.81/share). Maintains FY2026 rev outlook of $3.45B-$3.475B. (1/2)"
X Link 2026-02-03T11:52Z [--] followers, [---] engagements

"BREAKING: $PJT reports record [----] results with $1.71B revenue (+15% YoY) and $343M GAAP pretax income (+27%). Adjusted EPS surged 39% to $6.98. - Strong balance sheet: $586M cash zero debt - Headcount up 7% to [----] - Repurchased 2.4M shares in [----] (1/2)"
X Link 2026-02-03T11:55Z [--] followers, [--] engagements

"BREAKING: $BRBR Q1 FY2026 results: $537.3M net sales (+1% YoY) $90.3M Adj. EBITDA. CEO Darcy H. Davenport retiring; successor search initiated. FY26 sales guidance narrowed to $2.41B-$2.46B (4-6% growth). (1/2)"
X Link 2026-02-03T12:09Z [--] followers, [--] engagements

"BREAKING: $PYPL reports strong Q4 & FY2025 results with $8.68B revenue (+4% YoY) and $1.23 non-GAAP EPS. Initiates quarterly dividend of $0.14/share. Full-year revenue hits $33.17B (+4% FXN). (1/2)"
X Link 2026-02-03T12:11Z [--] followers, [---] engagements

"Q4 TPV: $475.14B (+9% YoY) Active accounts: 439M (+1.1%) Share buybacks: $1.5B in Q4 ($6B TTM) [----] Outlook: - Q1 non-GAAP EPS: $1.33 - FY non-GAAP EPS: $5.31 (flat YoY) Dividend payable March [--] [----]. (2/2)"
X Link 2026-02-03T12:11Z [--] followers, [--] engagements

"BREAKING: $ONEW completes sale of $OBCI for $50M to reduce debt targeting net leverage 4.0x by FY26 end. Updates guidance: - Revenue: $1.78B-$1.88B - Adj. EBITDA: $60M-$80M - Adj. EPS: $0.20-$0.70 (1/2)"
X Link 2026-02-03T12:12Z [--] followers, [--] engagements

"Deal generates $3.5M annual interest savings via prepayment. Divestiture aligns with $ONEW's core asset focus after acquiring $OBCI (Star brite/Star Tron brands) in [----]. (2/2)"
X Link 2026-02-03T12:12Z [--] followers, [--] engagements

"BREAKING: $CTBI to present at [----] CEO Forum (Feb 4-5 Scottsdale) detailing financial performance & strategic goals. Key [----] stats: - Assets: $6.7B - EPS: $5.44 - ROAA: 1.53% - ROAE: 12.07% - NIM: 3.62% (above peer avg) (1/2)"
X Link 2026-02-03T21:07Z [--] followers, [--] engagements

"Details: - Margins: GAAP 17.8% (down 80bps) Adj. EBITA 27.7% (down 30bps) - Cash flow: Op. $699M (down 10%) FCF $602M - [----] guidance: 5.5% sales growth $4.78-$4.93 GAAP EPS $6.40-$6.55 adj. EPS - Capex up to $97M from $83M (2/2)"
X Link 2026-02-03T21:12Z [--] followers, [--] engagements

"Q4 operating income: $116.7M (10.9% margin) Full-year: $207M op income $3.24 EPS - Strong balance sheet: $790.8M cash no debt - $201.1M share repurchases in [----] [----] Guidance: Sales: $3.43B-$3.50B GM: 49.8%-50.0% EPS: $3.20-$3.65 Q1 sales outlook: $747M-$759M (2/2)"
X Link 2026-02-03T21:13Z [--] followers, [--] engagements

"BREAKING: $APPS reports strong Q3 FY2026 results with 12% YoY revenue growth to $151.4M swinging to a $5.1M GAAP profit from a $23.1M loss. Raises FY26 guidance on robust demand. - Non-GAAP EPS: $0.18 vs $0.13 YoY - Adj. EBITDA surges 76% to $38.8M - Free cash flow: $6.4M (1/2)"
X Link 2026-02-03T21:13Z [--] followers, [---] engagements

"BREAKING: $IAC Q4 [----] results show mixed performance - revenue down 10% YoY to $646M operating loss of $(113.4)M - Adjusted EBITDA 29% to $141.6M - $MGM investment delivers $118.5M unrealized gain vs $(287.4)M loss YoY [----] Adj. EBITDA guidance: $260M-$335M (1/2)"
X Link 2026-02-03T21:19Z [--] followers, [---] engagements

"Key details: - Repurchased 1M $IAC shares ($37M) in Q4; 8.2M shares ($337M) in past year - People Inc. digital revenue 14% to $355M; secured Meta/OpenAI/Microsoft partnerships - Cash: $960.2M; LT debt: $1.4B - [----] EBITDA projection: $45M-$55M (2/2) http://Care.com http://Care.com"
X Link 2026-02-03T21:19Z [--] followers, [---] engagements

"BREAKING: $VRNS reports strong SaaS ARR growth (+88% YoY to $638.5M) & strategic acquisition of Q4 revenue $173.4M FY revenue $623.5M. Cash position $1.1B. (1/2) http://AllTrue.ai http://AllTrue.ai"
X Link 2026-02-03T21:22Z [--] followers, [---] engagements

"BREAKING: $INTA reports strong Q2 FY2026 results with 28% YoY SaaS revenue growth ($102.5M) and 16% total revenue growth ($140.2M). Non-GAAP net income hits $27.6M ($0.33/share) despite GAAP net loss of $(5.9M). Cloud ARR up 31% to $433.6M. (1/2)"
X Link 2026-02-03T21:29Z [--] followers, [---] engagements

"Details: - Cloud ARR 81% of total ($535M +22% YoY) 124% net retention - [----] clients; [---] $100K ARR. DealCloud wins industry award - $36.7M op cash flow; $150.1M buybacks - Guidance: Q3 SaaS $105-106M ($0.27-$0.29 EPS) FY26 SaaS $415-419M ($1.20-$1.24 EPS) (2/2)"
X Link 2026-02-03T21:29Z [--] followers, [--] engagements

"BREAKING: $SPHR subsidiary MSG Las Vegas secures $550M credit facilities via $JPM - $275M term loan + $275M revolver - Matures Jan [--] [----] - Refinances debt funds Sphere development & working capital (1/2)"
X Link 2026-02-03T21:29Z [--] followers, [---] engagements

"BREAKING: $BV reports Q1 FY2026 results - revenue up 2.6% YoY to $614.7M but posts $15.2M net loss ($0.26/share). Reaffirms FY2026 guidance with projected revenue of $2.67B-$2.73B and Adjusted EBITDA of $363M-$377M. (1/2)"
X Link 2026-02-03T21:31Z [--] followers, [--] engagements

"BREAKING: $POWL reports strong Q1 FY2026 results with revenue up 4% YoY to $251.2M and net income jumping 19% to $41.4M ($3.40 EPS). Backlog hits $1.6B (+16% YoY) on $439M new orders (+63%). Dividend raised to $0.27/share. (1/2)"
X Link 2026-02-03T21:34Z [--] followers, [---] engagements

"BREAKING: Enact Holdings ($ACT) reports strong Q4 & FY2025 results: - Q4 net income: $177M ($1.22 EPS) - FY net income: $674M (13.5% adj. ROE) - New $500M share repurchase program - $0.21/share quarterly dividend declared (1/2)"
X Link 2026-02-03T21:34Z [--] followers, [--] engagements

"BREAKING: $APAM reports strong 4Q25 & full-year results with $335.5M revenue (4Q) and $1.2B annual. Declares $1.58/share dividend ($1.01 variable + $0.57 special). Appoints Ryan G. Von Hoff as Chief Accounting Officer. (1/2)"
X Link 2026-02-03T21:34Z [--] followers, [--] engagements

"$APAM AUM hits $179.9B (up from $161.2B in 2024) with $3.3B net inflows (22% organic growth). - Credit franchises drive 31% AUM growth to $19.4B - Acquires Grandview Property Partners expanding into private real estate - FY adjusted EPS: $3.93 (2/2)"
X Link 2026-02-03T21:34Z [--] followers, [--] engagements

"Key terms: - $25k liquidation preference per share - Quarterly dividends (noncumulative) - Optional redemption starting Feb [--] [----] or post-Regulatory Capital Event - Depositary Shares via Computershare - Expected NYSE listing closing Feb [--] [----] (2/2)"
X Link 2026-02-03T21:35Z [--] followers, [--] engagements

"BREAKING: $AAT reports Q4 & FY2025 results: - Q4 net income: $3.1M ($0.05/share) - FY net income: $55.6M ($0.92/share) - FY FFO: $2.00/share (down from $2.58 in 2024) - [----] FFO guidance midpoint: $2.03/share (1/2)"
X Link 2026-02-03T21:37Z [--] followers, [--] engagements

"Capital & Returns: - $775M excess capital (+19% YoY) - $803M returned: $200M buybacks + $174M dividends - 20%+ adj. EPS growth: OneAmerica + organic - $0.4B excess capital + $562M buyback auth remaining (2/2)"
X Link 2026-02-03T21:39Z [--] followers, [--] engagements

"BREAKING: $PRU reports strong [----] results with net income up 31% to $3.576B ($9.99/share). Announces $1B buyback authorization and dividend hike to $1.40/share. Prudential of Japan suspends new sales for [--] days due to misconduct; leadership change announced. (1/2)"
X Link 2026-02-03T21:41Z [--] followers, [--] engagements

"BREAKING: $CLFD reports 16% YoY sales growth to $34.3M in Q1 FY2026 while reiterating full-year guidance. - Gross margin 33.2% ($11.4M); Net loss $0.3M ($0.02/share) - Launched NOVA Platform for fiber scalability - $157M cash & investments; No debt - Repurchased $5.2M shares; Buyback auth. up $20M to $85M - Backlog $22.8M (-8% QoQ) https://twitter.com/i/web/status/2019155627679846402 https://twitter.com/i/web/status/2019155627679846402"
X Link 2026-02-04T21:06Z [--] followers, [--] engagements

"BREAKING: $ALGN reports strong Q4 & FY2025 results with revenue growth and optimistic [----] outlook. Q4'25: $1.05B revenue (+5.3% YoY) - GAAP EPS $1.89 / Non-GAAP EPS $3.29 FY2025: $4.0B total revenue - Clear Aligners $3.2B - Imaging/CAD/CAM $789.6M (+2.7% YoY) - 22M+ Invisalign patients Capital: $1.1B cash - $465.9M share buybacks in [----] ($831.2M remaining) [----] Outlook: Q1 revenue $1.01B-$1.03B (+3-5% YoY) - FY revenue growth 3-4% - Mid-single digit Clear Aligner volume growth https://twitter.com/i/web/status/2019157017122799910 https://twitter.com/i/web/status/2019157017122799910"
X Link 2026-02-04T21:12Z [--] followers, [--] engagements

"BREAKING: $WDAY reaffirms FY2026 guidance but reveals workforce cuts and $135M in Q4 charges linked to restructuring. - GAAP operating margins 24-25pp lower than non-GAAP in Q4 (22-23pp full year) - Cutting 2% of workforce focused on non-revenue roles - Charges include $40M cash severance $15M stock comp $80M asset impairments - Full results to be reported Feb [--] [----] https://twitter.com/i/web/status/2019157365811986666 https://twitter.com/i/web/status/2019157365811986666"
X Link 2026-02-04T21:13Z [--] followers, [----] engagements

"BREAKING: $EGP reports strong Q4 & full-year [----] results hikes dividend 10.7% and announces leadership promotions. Q4 Highlights: - Net income: $1.27/share (vs $1.16 YoY) - FFO ex-gains: $2.34/share (vs $2.15) - Same-property NOI 8.5% - 97.0% leased rate [----] Achievements: - FFO ex-gains 7.7% to $8.95/share - Rental rates 40.1% - Acquired 739K sq ft + [---] acres Dividend: $1.55/share (30th increase in [--] years) [----] Outlook: FFO $9.40-$9.60/share NOI growth 5.6%-6.6% https://twitter.com/i/web/status/2019157970064470131 https://twitter.com/i/web/status/2019157970064470131"
X Link 2026-02-04T21:15Z [--] followers, [--] engagements

"BREAKING: $PTC reports strong Q1'26 results with 8.4% YoY ARR growth and raises FY26 guidance. - Q1 ARR $2.49B (ex-Kepware/ThingWorx +9%) - Repurchased $200M shares targets $1.1B-$1.3B total FY26 buybacks - Divestiture on track: $365M net proceeds expected - FY26 Outlook: 7-9% ARR growth $1.03B operating cash flow - Strategic focus on AI integration in product lifecycle https://twitter.com/i/web/status/2019159183686287505 https://twitter.com/i/web/status/2019159183686287505"
X Link 2026-02-04T21:20Z [--] followers, [--] engagements

"BREAKING: $TTMI reports record Q4 and FY2025 results fueled by generative AI demand. - Q4 sales up 19% YoY to $774.3M; FY sales hit $2.906B (+19%) - Record non-GAAP EPS: $0.70 (Q4) $2.46 (FY) - Adj. EBITDA margin at 16.3%; A&D backlog $1.6B - AI-driven Data Center/Networking now 36% of revenue Outlook: Q1 sales guide $770M-$810M EPS $0.64-$0.70; FY2026 sales growth projected 15%-20% https://twitter.com/i/web/status/2019159787229863977 https://twitter.com/i/web/status/2019159787229863977"
X Link 2026-02-04T21:23Z [--] followers, [---] engagements

"BREAKING: $MAA reports Q4 [----] results with $555.6M property revenue and $2.23 Core FFO/share while issuing cautious [----] guidance. - FY 2025: $2.21B revenue $8.74 Core FFO/share - Same-store: $1687 avg rent 95.7% occupancy - Lease trends: -8.1% new leases +4.7% renewals - Development: [--] projects (1109 units) underway - [----] Core FFO guidance: $8.35-$8.71 ($8.53 midpoint) - Q1 [----] Core FFO guidance: $2.11 - Liquidity: $879.2M available capacity https://twitter.com/i/web/status/2019160374633705539 https://twitter.com/i/web/status/2019160374633705539"
X Link 2026-02-04T21:25Z [--] followers, [---] engagements

"BREAKING: $EQH posts mixed FY2025 with strong cash growth & shareholder returns despite net loss. - FY: $1.4B net loss ($4.83/share) vs Q4 $215M net income ($0.70/share) - Non-GAAP: FY $1.7B ($5.64/share); Q4 $523M ($1.76/share) - Organic cash: $1.6B (2025) $1.8B (2026E) Retirement inflows: $5.9B Wealth Mgmt AUA: $122B $AB Private Mkts AUM: $82B Total AUM: $1.1T (+10% YoY) Share returns: $1.8B (FY) inc. $500M buybacks Payout ratio: 68% (ex-buybacks) Reinsured 75% life to $RGA Deployed $19B to $AB RBC ratio: 475% Liquidity: $1.1B https://twitter.com/i/web/status/2019160777198891279"
X Link 2026-02-04T21:26Z [--] followers, [--] engagements

"BREAKING: $OHI reports strong Q4 & FY2025 results with raised [----] guidance. - Q4 net income: $172M ($0.55/share) vs $116M ($0.41/share) YoY - FY AFFO hits $946M ($3.10/share) FAD at $903M ($2.96/share) - Deployed $1.1B in [----] investments; repaid $1.7B debt - New $2.3B credit facility replaces $1.45B prior - [----] AFFO guidance: $3.15-$3.25/share assumes stable rent from key operators https://twitter.com/i/web/status/2019161426061836458 https://twitter.com/i/web/status/2019161426061836458"
X Link 2026-02-04T21:29Z [--] followers, [--] engagements

"BREAKING: $CCI reports mixed [----] results with restructuring plan and [----] guidance. - 2025: $4049M site rental rev / $4.36 AFFO per share - Restructuring: 20% headcount cut $65M annual savings from [----] - [----] Outlook: $3850M site rental rev (midpoint) / $4.43 AFFO per share (+2% YoY) - Fiber sale: $8.5B expected H1 [----] $1B buyback + $7B debt repayment - Dividend maintained at $4.25/share - Organic growth: +3.3% before $240M DISH/Sprint cancellations https://twitter.com/i/web/status/2019161925016285253 https://twitter.com/i/web/status/2019161925016285253"
X Link 2026-02-04T21:31Z [--] followers, [--] engagements

"BREAKING: Corpay ($CPAY) reports strong Q4 & FY2025 results with double-digit growth announces PayByPhone sale and issues bullish [----] guidance. - Q4 revs 21% YoY to $1.25B; adj. EPS $6.04 (+13%) - FY revs $4.5B (+14%); adj. EPS $21.38 (+12%) - Divesting PayByPhone to Lightyear Capital (close Q2 2026) - Deployed $4.3B in [----] ($782M buybacks $500M in Q4) - [----] guide: revs $5.215B-$5.315B; adj. EPS $25.50-$26.50 - Q1 outlook: 9% organic rev growth 20% adj. EPS growth https://twitter.com/i/web/status/2019162288050016421 https://twitter.com/i/web/status/2019162288050016421"
X Link 2026-02-04T21:32Z [--] followers, [--] engagements

"BREAKING: Black Hills Corp. ($BKH) reports [----] adj. EPS $4.10 initiates [----] guidance amid $NWE merger progress. - [----] EPS: $4.10 adj (FY) $1.41 (Q4) - [----] guide: $4.25-$4.45 (+6%) - LT target: 4-6% growth - Capex: $900M '25; $4.7B '26-30 - Projects: Ready WY (260mi) data centers (3GW) - Merger vote: Apr [--] 2026; H2 close expected - 56-yr dividend growth streak - Ratings: Baa2 (Moodys) BBB+ (S&P) https://twitter.com/i/web/status/2019163298952880508 https://twitter.com/i/web/status/2019163298952880508"
X Link 2026-02-04T21:36Z [--] followers, [--] engagements

"BREAKING: $REXR reports Q4 net loss of $68.7M ($0.30/share) vs $59.4M profit prior year announces CEO transition & new $500M buyback program. - FY25 Core FFO/share up 2.6% to $2.40; NOI grew 5.7% to $752.7M - 96.4% avg occupancy; 23.4% leasing spreads on 10.4M sq ft - Repurchased $250M shares in 2025; sold [--] properties for $217.5M (12.4% IRR) - Laura Clark to become CEO April 1; [----] Core FFO guidance $2.35-$2.40/share - Liquidity: $1.4B; Q1 dividend up 1.2% to $0.435/share https://twitter.com/i/web/status/2019163643242303726 https://twitter.com/i/web/status/2019163643242303726"
X Link 2026-02-04T21:38Z [--] followers, [--] engagements

"BREAKING: $MWA delivers strong Q1 FY2026 results with sales growth and margin expansion raises full-year guidance. - Net sales 4.6% to $318.2M - Adj. EBITDA $72.1M (22.7% margin) - Raises FY2026 sales guidance to $1.47B-$1.49B & adj. EBITDA to $355M-$360M - Liquidity $623.3M ($459.6M cash) - Segments: Water Flow Solutions 32.7% margin Water Management 20.3% - Repurchased $5.5M stock; maintained $60M-$65M capex outlook https://twitter.com/i/web/status/2019163977767334173 https://twitter.com/i/web/status/2019163977767334173"
X Link 2026-02-04T21:39Z [--] followers, [--] engagements

"BREAKING: $MOD reports Q3 FY2026 results with 31% sales growth to $805M and announces spin-off of Performance Technologies to combine with $THRM. - Net loss of $46.8M includes $116.1M pension charge; adj. EBITDA +37% to $119.6M - Spin-off creates $1B entity; $MOD shareholders get 40% stake - Climate Solutions sales surge 51% ($544.6M) led by data center (+78%) and HVAC (+48%) - Raises FY2026 guidance: sales growth 20-25% adj. EBITDA $455M-$475M - Targets $2B data center revenue by FY2028 with 50-70% annual growth https://twitter.com/i/web/status/2019165071469907974"
X Link 2026-02-04T21:44Z [--] followers, [--] engagements

"BREAKING: $STE reports strong Q3 FY2026 results with 9% revenue growth to $1.5B and $2.53 adjusted EPS. - Healthcare leads with $1.06B revenue ($258.1M op income) AST $286.6M ($129.2M) Life Sciences $145.8M ($61.8M) - $1.0B operating cash flow & $737.6M free cash flow YTD - FY2026 outlook: 8-9% revenue growth $10.15-$10.30 adj EPS - $161.2M share buybacks + $180M dividends paid in [--] months https://twitter.com/i/web/status/2019165773004964168 https://twitter.com/i/web/status/2019165773004964168"
X Link 2026-02-04T21:46Z [--] followers, [--] engagements

"BREAKING: $MKL reports strong [----] results with 5% revenue growth to $15.51B and $3.19B operating income. - Insurance segment shines: 94.6% combined ratio $1.38B adjusted income (+16% YoY) 14% ROE - Shareholder returns: $2.61B comprehensive income $429.5M share buybacks - Invested assets hit $37.4B (+9.4% YoY) with $1.08B net investment gains - Diversified segments: Financial income up 25% to $326.6M Consumer income +20% to $174.6M https://twitter.com/i/web/status/2019166758133731396 https://twitter.com/i/web/status/2019166758133731396"
X Link 2026-02-04T21:50Z [--] followers, [---] engagements

"BREAKING: $UHAL reports Q3 FY2026 earnings decline with net loss of $37M vs $67.2M profit YoY; $UHAL.B EPS at ($0.18) vs $0.35. - Moving & Storage EBITDA drops $41.7M to $335M - Self-storage revenue up 7.9% (+$17.9M) with [--] new locations added - $0.05/share dividend paid Dec [--] - $1.03B cash; $8.06B debt; $7.74B equity https://twitter.com/i/web/status/2019167019854094733 https://twitter.com/i/web/status/2019167019854094733"
X Link 2026-02-04T21:51Z [--] followers, [--] engagements

"BREAKING: Globe Life Inc. ($GL) reports strong Q4 and full-year [----] results exceeding guidance with 8% annual EPS growth. - Q4 EPS $3.39 (up from $3.14 YoY); Premiums +5% to $1.24B - Life sales +11% Health sales surge 71% in Q4 - Repurchased 1.3M shares ($170M) in Q4; $685M total for [----] - [----] outlook raised: $14.95-$15.65 EPS range https://twitter.com/i/web/status/2019167395286258000 https://twitter.com/i/web/status/2019167395286258000"
X Link 2026-02-04T21:53Z [--] followers, [--] engagements

"BREAKING: $CMP reports strong Q1 turnaround with $18.6M net income vs. $23.6M loss YoY. - Adj. EBITDA surges 103% to $65.3M - Salt revenue up 37% to $331.5M (3.4M tons sold @ $96.77/ton) - Plant Nutrition rev dips 1% to $60.8M avg price $687.26/ton - Net debt down 10% to $836.9M liquidity $341.7M - Raises [----] Adj. EBITDA guidance midpoint to $224M https://twitter.com/i/web/status/2019168695507960098 https://twitter.com/i/web/status/2019168695507960098"
X Link 2026-02-04T21:58Z [--] followers, [--] engagements

"BREAKING: $FMC explores strategic options including potential sale targets $1B debt reduction by [----]. - [----] rev guide $3.6B-$3.8B (-5% mid); new actives to drive $300M-$400M (+75% mid) - Q1 [----] outlook: rev $725M-$775M adj. EPS -$0.44 to -$0.32 - [----] results: $3.47B rev GAAP net loss $2.24B; Q4 net loss $1.72B - India biz adjustments total $522M; assets held for sale now $450M https://twitter.com/i/web/status/2019172048728191366 https://twitter.com/i/web/status/2019172048728191366"
X Link 2026-02-04T22:11Z [--] followers, [---] engagements

"BREAKING: ACM Shanghai ($688082) reports Q4 rev decline on delays issues [----] outlook. - Q4 rev drop: equipment delays to Q1 [----] + rev recognition shift - [----] guidance gap between $ACMR (US) and $688082 due to accounting differences - Gross margin stable at 42%-48%; R&D 14%-19% of rev - Advanced packaging (ex-electroplating) 10% of [----] rev; electroplating 20% - Accelerating [----] overseas push: Taiwan/S.Korea focus https://twitter.com/i/web/status/2019172861819158792 https://twitter.com/i/web/status/2019172861819158792"
X Link 2026-02-04T22:14Z [--] followers, [---] engagements

"BREAKING: $ASGN reports Q4 revenue of $980.1M (+$4.0B FY) and announces $290M Quinnox acquisition as part of rebrand to Everforth. - Q4 net income $25.2M ($113.5M FY); Adj. EBITDA $107.9M (11% margin) - Repurchased 1.4M shares ($64.2M) in Q4; $972M remaining in buyback plan - Q1 guidance: Rev $960M-$980M; Net income $25.8M-$29.4M https://twitter.com/i/web/status/2019172969579171864 https://twitter.com/i/web/status/2019172969579171864"
X Link 2026-02-04T22:15Z [--] followers, [--] engagements

"BREAKING: $HAE reports Q3 revenue of $339M (-2.7% YoY) adj. EPS of $1.31 and raises FY2026 guidance. - Organic rev -1.2% (ex-CSL +7.5%) - Plasma & Blood Center +2.8% Hospital -0.9% - Q3 operating cash flow $93.6M free cash flow $74.2M - Cash & equivalents $363.4M - 9-month rev $987.7M net income $117.5M - Raised FY26 adj. EPS to $4.90-$5.00 (prev $4.80-$5.00) - Free cash flow guidance up to $200M-$220M (prev $170M-$210M) - Op margin guidance unchanged at 26-27% https://twitter.com/i/web/status/2019368211548946714 https://twitter.com/i/web/status/2019368211548946714"
X Link 2026-02-05T11:11Z [--] followers, [--] engagements

"BREAKING: $OMF reports strong Q4 & FY2025 results with net income up to $204M (Q4) and $783M (FY) declares $1.05/share dividend. - Q4 EPS $1.72 vs $1.05 YoY; FY EPS $6.56 - C&I segment: $250M adj pretax income $188M net - Receivables +6% to $26.3B; originations $3.6B (+3%) - $1.6B revenue; $542M provisions; $443M expenses - $70M share buybacks; $300M pretax capital generated - Liquidity: $914M cash + $11.8B undrawn capacity https://twitter.com/i/web/status/2019374176969093452 https://twitter.com/i/web/status/2019374176969093452"
X Link 2026-02-05T11:34Z [--] followers, [--] engagements

"BREAKING: $SNA Q4 sales up strong earnings; [----] outlook shared. Sales: $1.23B (+2.8% YoY) - Organic +1.4% FX +$15.6M - Earnings: $260.7M ($4.94/share) - Margin: 25.3% FY: $4.74B (+0.8%) - Earnings: $1.02B ($19.19/share) - $16.2M legal vs $18.5M pension Segments: - C&I: $398.1M (15.2%) - Tools: $505.0M (21.2%) - Repair: $467.8M (25.2%) - FinSvc: $108.0M ($74.4M) Cash flow: $1.08B - $462M dividends + $329M buybacks - Cash: $1.62B 2026: - Capex: $100M - Tax: 22-23% https://twitter.com/i/web/status/2019375651619225649 https://twitter.com/i/web/status/2019375651619225649"
X Link 2026-02-05T11:40Z [--] followers, [--] engagements

"BREAKING: $OMCL reports mixed FY2025 results with 7% revenue growth but net loss launches Titan XT enterprise platform. - Q4 revenue $314M (+2% YoY) - FY revenue $1.185B - Q4 GAAP net loss $2M ($0.05/share); Non-GAAP EPS $0.40 - FY bookings $535M (-4%); ARR $635.6M (+9.6%) - [----] guidance: Revenue $1.215B-$1.255B; Non-GAAP EPS $1.65-$1.85 https://twitter.com/i/web/status/2019376105178767768 https://twitter.com/i/web/status/2019376105178767768"
X Link 2026-02-05T11:42Z [--] followers, [--] engagements

"BREAKING: $XPO reports mixed Q4 [----] results with revenue growth but declining net income. - Q4 revenue up 4.7% to $2.011B - Diluted EPS $0.50 vs $0.63 YoY - Adjusted EBITDA +3% to $312M North American LTL: - Revenue $1.17B - Adj operating ratio improves 180bps to 84.4% European segment: - Revenue $846M - Operating loss $13M Full-year 2025: - Revenue $8.157B - Cash from ops $986M - $310M cash on hand https://twitter.com/i/web/status/2019377888093421923 https://twitter.com/i/web/status/2019377888093421923"
X Link 2026-02-05T11:49Z [--] followers, [--] engagements

"BREAKING: $WMS reports Q3 FY2026 results with net income up 14.3% to $94M and announces a $1B buyback expansion + dividend hike. - Net sales: $693.4M (+0.4% YoY) Adj. EBITDA: $209.2M (+9.3% 30.2% margin) - Completed $1B acquisition of NDS (ex-$NOEJ unit) on Feb [--] funded with cash - New $1B share repurchase authorization (total $1.148B) Dividend raised 13% to $0.18/share - Raised FY26 guidance: Sales $2.99B-$3.04B Adj. EBITDA $930M-$960M https://twitter.com/i/web/status/2019378987072426482 https://twitter.com/i/web/status/2019378987072426482"
X Link 2026-02-05T11:54Z [--] followers, [--] engagements

"BREAKING: $XPO reports strong Q4 [----] results with $2.01B revenue and $0.88 adj. EPS - North American LTL: $1.17B revenue (+14% adj op income YoY) $285M adj EBITDA 84.4% adj OR - Targets 6-8% revenue CAGR & 11-13% EBITDA CAGR through 2027; 600bps OR improvement - [----] outlook: $500-600M capex; European segment $846M revenue $32M adj EBITDA - Market position: 4th largest LTL carrier [---] service centers covers 99% of US ZIP codes https://twitter.com/i/web/status/2019379466355585110 https://twitter.com/i/web/status/2019379466355585110"
X Link 2026-02-05T11:55Z [--] followers, [--] engagements

"BREAKING: $ENR reports Q1 FY2026 results with sales growth but net loss reaffirms full-year outlook. - Net sales $778.9M (+6.5% YoY) incl. $64.6M from APS acquisition - GAAP net loss $3.4M ($0.05/share) vs adj. net earnings $21.3M ($0.31/share) - Adj. EBITDA $106.9M; gross margin pressure from tariffs & input costs - Operating cash flow $149.5M; $124.2M free cash flow (15.9% of sales) - Repurchased 245K shares ($4.5M); repaid $105.8M debt FY2026 guidance: adj. EPS $3.30-$3.60; adj. EBITDA $580M-$610M https://twitter.com/i/web/status/2019381537507004636"
X Link 2026-02-05T12:04Z [--] followers, [--] engagements

"BREAKING: $AOSL reports Q2 revenue of $162.3M (-11.1% q/q -6.3% y/y) with GAAP EPS loss of $(0.45). - GAAP gross margin 21.5% non-GAAP 22.2% - Operating losses: $13.6M GAAP $5.2M non-GAAP - Repurchased $13.9M shares ($16M remaining in program) - Received $11M from JV in Dec $30M post-quarter - Q3 rev guide: $160M $10M - GAAP gross margin 20.2% non-GAAP 21.0% https://twitter.com/i/web/status/2019518635677540474 https://twitter.com/i/web/status/2019518635677540474"
X Link 2026-02-05T21:08Z [--] followers, [--] engagements

"BREAKING: $MPWR reports strong Q4 & FY2025 results with 20.8% YoY revenue growth announces CFO retirement and dividend boost. - Q4 revenue $751.2M (+1.9% seq +20.8% YoY); FY revenue $2.8B (+26.4%) - GAAP EPS Q4 $3.46 FY $12.75; Non-GAAP EPS Q4 $4.79 FY $17.77 - Dividend raised to $2.00/share (from $1.56) payable April [--] - CFO Blegen retiring after 10-K filing; Rob Dean named interim CFO - Q1 guidance: $770M-$790M revenue GM 54.9%-55.8% https://twitter.com/i/web/status/2019518911406878861 https://twitter.com/i/web/status/2019518911406878861"
X Link 2026-02-05T21:10Z [--] followers, [---] engagements

"BREAKING: Magnolia Oil & Gas ($MGY) reports Q4 net income of $71.4M and full-year $337.3M with 11% YoY production growth. - Q4 adj. EBITDAX $215.7M (-9% YoY); FY $906.1M (-5%) - Repurchased 2.4M shares ($53.4M) in Q4; board adds 10M to buyback - 5th straight dividend hike to $0.66 annualized - [----] guidance: $440M-$480M capex 5% production growth https://twitter.com/i/web/status/2019519100729335920 https://twitter.com/i/web/status/2019519100729335920"
X Link 2026-02-05T21:10Z [--] followers, [--] engagements

"BREAKING: $EXPO reports Q4 revenue up 7.8% to $147.4M and increases dividend to $0.31/share. - Q4 net income $24.8M ($0.49/share); FY2025 revenue $582M (+4.2%) - Engineering segment +7% (85% of revs); Environmental -5% (15% of revs) - [----] outlook: High single-digit rev growth EBITDA margin 27.6-28.1% https://twitter.com/i/web/status/2019521497027445017 https://twitter.com/i/web/status/2019521497027445017"
X Link 2026-02-05T21:20Z [--] followers, [--] engagements

"BREAKING: $ARW reports strong Q4 and FY2025 results with double-digit sales growth. - Q4 sales: $8.75B (+20% YoY) - Q4 EPS: $3.75 GAAP / $4.39 non-GAAP FY sales: $30.85B (+10% YoY) FY EPS: $10.93 GAAP / $11.02 non-GAAP Segments: - Global Components Q4: $5.88B (+22%) - Global ECS Q4: $2.86B (+16%) Capital: $200M cash flow $50M buybacks Q1 [----] outlook: Sales: $7.95B-$8.55B EPS: $2.13-$2.33 GAAP / $2.70-$2.90 non-GAAP https://twitter.com/i/web/status/2019521991540154678 https://twitter.com/i/web/status/2019521991540154678"
X Link 2026-02-05T21:22Z [--] followers, [--] engagements

"BREAKING: Boyd Gaming ($BYD) reports strong Q4 & FY2025 results with robust shareholder returns. - Q4: $1.06B rev $138.8M net income ($1.79 EPS) FY: $4.09B rev $1.84B net income - Adj EBITDAR: $336.6M Q4 / $1.35B FY Adj EBITDA $1.24B - Segments: Midwest/South $2.12B Online $708.3M LV Locals $889.9M - Capital: $1.8B FanDuel stake sale $800M shareholder returns - Liquidity: $353.4M cash $2.1B debt Buybacks: $185M Q4 ($362M left) - Dividend: $0.18 paid Jan '26 - 2026: Optimistic on growth & investments https://twitter.com/i/web/status/2019524552334749942"
X Link 2026-02-05T21:32Z [--] followers, [--] engagements

"BREAKING: $ILMN Q4 revenue hits $1.16B (+5% YoY) guides for 4-6% growth in [----] with $4.5B-$4.6B projection. - Q4 margins: 17.4% GAAP / 23.7% non-GAAP - FY25 revenue flat at $4.34B; [----] EPS outlook $5.05-$5.20 (includes $0.18 SomaLogic dilution) - Strategic moves: Completed SomaLogic acquisition launched Billion Cell Atlas with $AZN $MRK $LLY - China export ban lifted but remains on Unreliable Entities List - Strong cash flow: $1.1B FY25 operating cash flow $1.63B cash on hand https://twitter.com/i/web/status/2019525670993277286 https://twitter.com/i/web/status/2019525670993277286"
X Link 2026-02-05T21:36Z [--] followers, [---] engagements

"BREAKING: Genpact ($G) reports strong FY2025 results with 6.6% revenue growth to $5.08B boosts dividend 10% and projects 7% growth for [----]. FY2025: - Gross profit $1.83B (36.0% margin) - Net income $552M (10.9% margin) - Adj. EPS $3.65 - $283M share buyback Q4 2025: - Revenue $1.32B (+5.6% YoY) - Net income $143M - Adj. EPS $0.97 [----] Outlook: - 7% rev growth - 36.5% gross margin - 10% adj. EPS growth Dividend raised to $0.75 annual ($0.1875 quarterly) https://twitter.com/i/web/status/2019526346381164616 https://twitter.com/i/web/status/2019526346381164616"
X Link 2026-02-05T21:39Z [--] followers, [--] engagements

"BREAKING: $SSNC reports record Q4 & full-year [----] results with strong revenue growth and issues bullish [----] guidance. - Q4 revenue $1.65B (+8.1% YoY) - Adjusted EPS Q4 $1.69 (+18.2%) FY $6.14 (+13.5%) - Generated $1.74B operating cash flow (+25.7%) - Returned $384M to shareholders in Q4 ($1B+ FY buybacks) [----] Outlook: - Revenue $6.65B-$6.81B - EPS $6.70-$7.02 - Operating cash flow $1.71B-$1.81B https://twitter.com/i/web/status/2019526537830162914 https://twitter.com/i/web/status/2019526537830162914"
X Link 2026-02-05T21:40Z [--] followers, [--] engagements

"BREAKING: $RAMP posts 9% YoY revenue growth to $212M in Q3 FY26 with expanding margins and strategic AI partnerships. - Subscription rev $158M (+9%) Marketplace & Other $54M (+8%) - GAAP op income $40M (19% margin) Non-GAAP $62M (29%) - Repurchased 1.4M shares ($39M) [---] $1M+ ARR customers (+15 YoY) - New Publicis collab & Uber Intelligence AI expansion - Q4 rev guide $203M-$207M (+8-10%) FY26 outlook $810M-$814M (+9%) https://twitter.com/i/web/status/2019526764570034513 https://twitter.com/i/web/status/2019526764570034513"
X Link 2026-02-05T21:41Z [--] followers, [--] engagements

"BREAKING: $QLYS reports strong Q4 & FY2025 results with 10% YoY revenue growth and expands share buyback by $200M. - Q4 rev $175.3M (+10% YoY) GAAP EPS $1.47 non-GAAP $1.87 - FY rev $669.1M (+10% YoY) - New FedRAMP High Auth mROC launch DC office opened - Product launches: ETM Identity TruLens TotalAppSec - Q1 [----] rev guide $172.5M-$174.5M (+8-9% YoY) - FY2026 rev guide $717M-$725M (+7-8% YoY) https://twitter.com/i/web/status/2019526991679046057 https://twitter.com/i/web/status/2019526991679046057"
X Link 2026-02-05T21:42Z [--] followers, [---] engagements

"BREAKING: $VRSN reports strong Q4 & FY2025 results with revenue growth and dividend hike. - Q4 revenue $425.3M (+7.5% YoY) net income $206.2M EPS $2.23 - FY revenue $1.66B (+6.4%) EPS $8.81 - Dividend raised 5.2% to $0.81/share (payable Feb 2026) - Repurchased 1M shares ($251M) in Q4; $1.08B remaining in buyback program - .com/.net registrations hit 173.5M (+2.6% YoY) Q4 renewals at 75.4% https://twitter.com/i/web/status/2019527942242492651 https://twitter.com/i/web/status/2019527942242492651"
X Link 2026-02-05T21:45Z [--] followers, [--] engagements

"BREAKING: $UDMY reports strong FY2025 results with revenue at $789.8M (high end of guidance) and strategic progress on $COUR merger. - Subscription rev 8% YoY to $566M (72% of total) - Net income $3.8M; Adj EBITDA $95.3M (12% margin +700bps) - Cash & equivalents $360M; FCF $70M - Udemy Business ARR $540M (NDRR 93%) - Consumer subs 102% YoY to 343K - OpEx efficiency: 66% of rev (-800bps) - Merger terms: [-----] $COUR shares per $UDMY (41% ownership) - AI content enrollments 120% YoY https://twitter.com/i/web/status/2019528378089415062 https://twitter.com/i/web/status/2019528378089415062"
X Link 2026-02-05T21:47Z [--] followers, [---] engagements

"BREAKING: $KN reports strong Q4 & FY2025 results with 14% YoY revenue growth issues Q1 [----] outlook. - Q4 revenue $162.2M (+14%) FY revenue $593.2M (+7%) - Non-GAAP EPS: Q4 $0.36 FY $1.11 - Completed Industrial Tech transformation; $65M stock buyback in [----] ($271M total repurchased) - Segments: MedTech & Specialty Audio $264.3M (42% margins) Precision Devices $328.9M (22.3% margins) - Q1 guidance: $143M-$153M revenue $0.22-$0.26 non-GAAP EPS - Targets 8-10% Revenue CAGR & 10-14% Adj. EBITDA CAGR through [----] https://twitter.com/i/web/status/2019529404120998278"
X Link 2026-02-05T21:51Z [--] followers, [--] engagements

"BREAKING: $CNO delivers strong [----] results with record sales and capital returns beating guidance and setting [----] targets. - Q4: $93M net income ($0.95/share); $143M operating income ($1.47/share) - FY: $229M net ($2.30); $439M operating ($4.40); ex-items $4.02 EPS - Sales: 15% YoY NAP growth; annuity premiums +9% - Capital: $386M returned (+11% YoY); $60M Q4 buybacks; 380% RBC ratio - [----] Outlook: $4.25-$4.45 EPS; $200-250M FCF; on track for [----] ROE https://twitter.com/i/web/status/2019530484254994624 https://twitter.com/i/web/status/2019530484254994624"
X Link 2026-02-05T21:56Z [--] followers, [--] engagements

"BREAKING: $MCHP reports strong Q3 FY2026 results with 15.6% YoY sales growth and upbeat Q4 guidance. - Q3 sales: $1.19B (+15.6% YoY) - Non-GAAP EPS: $0.44 - Q4 sales guidance: $1.26B midpoint (+6.2% seq) Returned $246.1M to shareholders via dividends Cash position: $250.7M Auto/industrial demand drives momentum GM targets 65% long-term. https://twitter.com/i/web/status/2019530889084998125 https://twitter.com/i/web/status/2019530889084998125"
X Link 2026-02-05T21:57Z [--] followers, [--] engagements

"BREAKING: $RBBN reports Q4 & FY2025 results with mixed performance issues [----] outlook. - Q4 rev $227M (-9.6% YoY) / Non-GAAP adj. EBITDA $40M - FY rev $845M / GAAP op. loss $3M / Non-GAAP adj. EBITDA $107M - Record bookings + $50M+ new voice programs - AI-driven growth in Enterprise/defense markets - Tax benefit to save $15-20M in cash taxes (2026+) - [----] guide: rev $840-875M / adj. EBITDA $105-120M - Q1 rev $160-170M (adj. EBITDA -$3M to $1M) https://twitter.com/i/web/status/2019531487733748071 https://twitter.com/i/web/status/2019531487733748071"
X Link 2026-02-05T22:00Z [--] followers, [--] engagements

"BREAKING: $COUR reports strong Q4 & FY2025 results announces merger with $UDMY and provides [----] outlook. - Q4 revenue $196.9M (+10% YoY) / FY revenue $757.5M (+9%) - Q4 GAAP net loss ($26.8M) / Non-GAAP net income $11.1M - $108.7M operating cash flow (+14% YoY) / $792.6M cash on hand - All-stock merger with $UDMY approved by both boards - Record 6.8M new learners in Q4 (197M total) - [----] revenue guidance: $805M-$815M / Adj. EBITDA $70M-$76M https://twitter.com/i/web/status/2019532778539188510 https://twitter.com/i/web/status/2019532778539188510"
X Link 2026-02-05T22:05Z [--] followers, [---] engagements

"BREAKING: $CBOE reports strong Q4 & FY2025 results with 60% EPS growth and 28% revenue surge issues [----] guidance. - Q4 diluted EPS $2.97 (+60% YoY); FY EPS $10.42 (+45%) - Net revs: $671.1M Q4 (+28%) $2.4B FY (+17%) - [----] outlook: Mid single-digit organic rev growth - $2.2B cash; $75.8M dividends paid in Q4 - $614.5M remaining for share buybacks https://twitter.com/i/web/status/2019758832377901502 https://twitter.com/i/web/status/2019758832377901502"
X Link 2026-02-06T13:03Z [--] followers, [--] engagements

"BREAKING: $UI reports strong Q2 fiscal [----] results with $814.9M revenue (+11.1% q/q +35.8% y/y). - GAAP EPS $3.86 & non-GAAP $3.88; net income $233.6M/$235.1M - Declares $0.80/share dividend payable Feb [--] [----] - Revenue split: Enterprise Tech $729M Service Provider $85.9M - Gross margin 45.9% (down 0.1pp) - Geo mix: North America $443.6M EMEA $280.7M Asia Pacific $54.5M South America $36.1M https://twitter.com/i/web/status/2019759060879388803 https://twitter.com/i/web/status/2019759060879388803"
X Link 2026-02-06T13:04Z [--] followers, [--] engagements

"BREAKING: $AN reports strong Q4 & FY2025 results with revenue growth and aggressive capital return. - Q4 revenue: $6.93B adj. EPS $5.08 - FY revenue up 3% to $27.63B adj. EPS $20.22 - Repurchased 4.1M shares ($785M) in [----] - Liquidity $1.8B leverage ratio 2.44x - AutoNation Finance portfolio hits $2.2B - Strategic acquisitions to add $650M+ annual revenue - Generated $1.05B adj. free cash flow (125% of net income) https://twitter.com/i/web/status/2019759253985042841 https://twitter.com/i/web/status/2019759253985042841"
X Link 2026-02-06T13:05Z [--] followers, [--] engagements

"BREAKING: $PIPR reports record Q4 & FY2025 results with 38% revenue jump declares $5 special dividend and 4:1 stock split. - Q4 rev $666.1M (+38% YoY) / FY $1.899B (+24%) - Q4 EPS $6.40 / FY $15.82 - Advisory revs Q4 $402.6M (+44% YoY) / FY $1.038B - Special div $5.00 + $0.70 quarterly ($7.70 total) - 4:1 stock split effective March [----] - $125M buybacks in [----] https://twitter.com/i/web/status/2019759643799503351 https://twitter.com/i/web/status/2019759643799503351"
X Link 2026-02-06T13:06Z [--] followers, [--] engagements

"BREAKING: White Mountains Insurance Group ($WTM) posts strong Q4 & FY2025 results on strategic sale & underwriting. - BVPS: $2188 (+18% Q4 +25% FY w/dividends) - Comprehensive income: $837M Q4 (vs $(131)M loss YoY); $1.1B FY - Bamboo sale: $848M cash + $320/share BV; keeps 15% ($250M) Segments: - Ark/WM Outrigger: 77% Q4 ratio ($25M PTI) - Kudu: $45M Q4 rev ($32M PTI); $1.3B portfolio Capital: Repurchased $190M shares; $1B undeployed Balance sheet: $12.3B assets / $6.1B equity https://twitter.com/i/web/status/2019764694127464844 https://twitter.com/i/web/status/2019764694127464844"
X Link 2026-02-06T13:26Z [--] followers, [--] engagements

"BREAKING: $WEC Energy Group outlines aggressive growth strategy with increased capital investments and dividend growth. - [----] EPS guidance midpoint $5.56 (7-8% CAGR) - Dividend raised 6.7% to $3.81/share (23rd straight annual increase) - Capital plan expanded by $1B to $37.5B (2026-2030) - $MSFT demand adds 500MW; I-94 corridor to reach 2.6GW by [----] - $12.6B allocated for renewables (6535MW solar/storage/wind) - Asset base projected to grow 11.7% CAGR to $59.6B by [----] https://twitter.com/i/web/status/2019884301484003455 https://twitter.com/i/web/status/2019884301484003455"
X Link 2026-02-06T21:21Z [--] followers, [--] engagements

"BREAKING: $KRMN completes $220M acquisition of Seemann Composites & MSC refinances debt to boost defense sector growth. - Deal: $210M cash + $10M stock closed Feb [--] - Establishes Maritime Defense Systems market for DoD naval programs - Refinanced $767.8M term loans at SOFR + 2.75% (75bps rate reduction) - Ex-Seemann president Sid Charbonnet joins leadership; integration expected by YE [----] https://twitter.com/i/web/status/2019888902853558709 https://twitter.com/i/web/status/2019888902853558709"
X Link 2026-02-06T21:40Z [--] followers, [--] engagements

"BREAKING: $ETN secures $12B in new credit facilities to fund Boyd Thermal acquisition and boost liquidity. - Upsized revolver to $4B (from $3B) + new $8B term facility - Term loan funds acquisition consideration & fees - Revolver increase supports working capital needs - $8B term matures Dec [--] [----] - Syndicate includes $C $BAC $BARC $JPM $MS https://twitter.com/i/web/status/2019893003565838788 https://twitter.com/i/web/status/2019893003565838788"
X Link 2026-02-06T21:56Z [--] followers, [--] engagements

"BREAKING: $BAH announces U.S. Treasury contract cancellations effective Jan [--] [----] - Impacts 1% of FY2027 revenue (fiscal year ending Mar [--] 2027) - Firmly reaffirms fiscal [----] outlook despite cancellation"
X Link 2026-02-06T22:05Z [--] followers, [--] engagements

"BREAKING: $MOH amends credit agreement & expects $93M impairment charge tied to Medicare Advantage exit. - Credit deal lowers interest coverage ratio to 1.75:1 (2026) rising to 3:1 by [----] - Non-cash charge excluded from adjusted net income - Amendment with Truist Bank eases covenants through [----] https://twitter.com/i/web/status/2019896403732955254 https://twitter.com/i/web/status/2019896403732955254"
X Link 2026-02-06T22:10Z [--] followers, [--] engagements

"BREAKING: $L reports strong Q4 & FY2025 results with net income up 115% YoY to $402M ($1.94/share) and record $1.67B annual profit. - Book value/share hits $90.71 (+14%) $3.9B parent cash - Aggressive buybacks: 8.9M shares ($782M) repurchased in [----] - Subsidiaries shine: $CNA contributes $276M Q4 income declares $0.48 regular + $2.00 special div; $BWP pursues $3.3B growth projects - Hotels EBITDA up 14% to $113M expands portfolio with new Orlando properties https://twitter.com/i/web/status/2020817369342325220 https://twitter.com/i/web/status/2020817369342325220"
X Link 2026-02-09T11:09Z [--] followers, [--] engagements

"BREAKING: $CNA reports record [----] core income of $1.34B ($4.93/share) up 2% YoY and announces dividend hikes. - Q4 core income: $317M ($1.16/share) - Dividends: 4% regular hike to $0.48/share + special $2.00/share (payable March 2026) - P&C segment: $1.66B core income (+5% premiums) 93.8% combined ratio - Record investments: $2.56B FY income - Balance sheet: $11.6B equity A+ rating (AM Best) https://twitter.com/i/web/status/2020819378418200607 https://twitter.com/i/web/status/2020819378418200607"
X Link 2026-02-09T11:17Z [--] followers, [--] engagements

"BREAKING: $CLF reports Q4 revenue of $4.31B (-0.3% YoY) with narrowed net loss of $235M vs $434M YoY - FY2025 revenue $18.61B (-3% YoY) net loss $1.42B - Adjusted EBITDA plunges to $37M from $773M in [----] - Liquidity $3.3B ($57M cash) long-term debt $7.25B - [----] guidance: Shipments 16.5-17M tons $10/ton cost reduction target - POSCO partnership due diligence ongoing targeting H1 [----] agreement - Acquired Stelco for $2.51B net in [----] https://twitter.com/i/web/status/2020821360772067432 https://twitter.com/i/web/status/2020821360772067432"
X Link 2026-02-09T11:25Z [--] followers, [--] engagements

"BREAKING: Apollo Global Management ($APO) reports record Q4 & FY2025 results with 25% AUM growth to $938B. - Q4 GAAP Net Income: $660M ($1.07/share) FY: $3.4B ($5.58/share) - Adjusted Net Income: $1.54B Q4 $5.2B FY - Fee-Gen AUM $709B Inflows: $42B Q4 / $228B FY Origination $97B Q4 / $309B FY - Capital Return: $1.4B buybacks + $1B dividends in [----] Dividend raised to $2.25/share - Athene inflows $83B FY $BRDG acquisition expands origination https://twitter.com/i/web/status/2020824892657029308 https://twitter.com/i/web/status/2020824892657029308"
X Link 2026-02-09T11:39Z [--] followers, [--] engagements

"BREAKING: $BDX reports Q1 FY2026 results with $5.3B revenue (+1.6% YoY) and $2.91 adj. EPS. - Confirms $WAT biosciences/diagnostics combo closing with filing - Reaffirms FY2026 guidance: low single-digit FX-neutral growth adj. EPS $12.35-$12.65 - US rev up 2.6% to $3.16B; Int'l down 2.8% FX-neutral - Reorganized into [--] segments $1.025B cash on hand https://twitter.com/i/web/status/2020825120260981046 https://twitter.com/i/web/status/2020825120260981046"
X Link 2026-02-09T11:40Z [--] followers, [--] engagements

"BREAKING: $CURB reports FY2025 net income of $39.8M ($0.37/share) vs $10.3M in [----] with Q4 at $9.5M ($0.09/share). - Acquired [--] centers in [----] ($788.4M) + [--] in Q1 [----] ($39.5M) - Issued $200M notes at 5.06-5.31%; raised $120.3M via ATM - Same-property NOI up 3.3%; leased rate 96.7% - [----] guidance: $0.32-$0.40 EPS; Operating FFO $1.17-$1.21/share https://twitter.com/i/web/status/2020825691256729880 https://twitter.com/i/web/status/2020825691256729880"
X Link 2026-02-09T11:42Z [--] followers, [--] engagements

"BREAKING: $EPC reports Q1 fiscal [----] results with 1.8% net sales growth to $486.8M and completes $340M Feminine Care divestiture. - Organic sales down 0.3%; GAAP EPS ($1.41) vs Adj. EPS $0.03 - Maintains FY26 outlook: sales growth 0.5-3.5% Adj. EPS $1.70-$2.10 - Shareholders approved all proposals including 2.1M share increase for Stock Incentive Plan - Supplemental financials show FY25 recast sales of $2223.5M and Adj. EBITDA $239.8M https://twitter.com/i/web/status/2020826609284960364 https://twitter.com/i/web/status/2020826609284960364"
X Link 2026-02-09T11:46Z [--] followers, [--] engagements

"BREAKING: $SBH reports Q1 FY26 results with slight sales growth and mixed earnings performance. - Net sales: $943M (+0.6% YoY) E-commerce: $111M (11.7% of total) - Margins expand: GAAP gross +40bps to 51.2% Adj. gross +50bps to 51.3% - EPS: GAAP $0.45 (-22%) Adj. $0.48 (+12%) - Cash flow: $93M ops $57M FCF $21M share buybacks - Net debt leverage: 1.5x - Q2 guidance: Sales $895M-$905M Adj. EPS $0.39-$0.42 - FY26 outlook: Sales $3.71B-$3.77B Adj. EPS $2.02-$2.10 https://twitter.com/i/web/status/2020827680619286689 https://twitter.com/i/web/status/2020827680619286689"
X Link 2026-02-09T11:50Z [--] followers, [--] engagements

"BREAKING: $PGY reports strong Q4 & full-year [----] results with significant YoY growth issues optimistic [----] guidance. Q4 2025: - Net income: $34M - Network volume: $2.7B - Revenue: $335M - Adj. EBITDA: $98M FY 2025: - Net income: $81M - Network volume: $10.5B - Revenue: $1.3B - Adj. EBITDA: $371M Strategic moves: - Secured $720M POS forward flow with Sound Point - Closed $350M AAA-rated ABS revolver [----] Outlook: - FY network volume: $11.25B-$13B - FY revenue: $1.4B-$1.575B - FY Adj. EBITDA: $410M-$460M https://twitter.com/i/web/status/2020831470403629230"
X Link 2026-02-09T12:05Z [--] followers, [----] engagements

"BREAKING: $ADV announces debt restructuring & preliminary [----] results. - Enters agreement to extend debt maturities to March [----] via note exchanges/refinancing - Launches exchange offer (expires March [--] 2026) for new unregistered notes - Preliminary [----] revenue: $3.5B-$3.55B (-1% midpoint YoY) - Projects $(130)M-$(120)M operating loss - Sees $328M-$333M Adjusted EBITDA from continuing ops https://twitter.com/i/web/status/2020832384686445052 https://twitter.com/i/web/status/2020832384686445052"
X Link 2026-02-09T12:09Z [--] followers, [--] engagements

"BREAKING: $AIOT Q3 FY26 revenue hits $113.5M (+7% YoY) driven by 11% services growth to $91.1M (80% of total). - Gross profit $62.7M (55% margin) adj. EBITDA $25.7M (+26% YoY) - Net loss $3.4M ($0.03/share) despite operational gains - Net debt $241.6M (leverage ratio improves to 2.7x from 3.4x) - Wins 100k+ asset AI video contract in South Africa - Tightens FY26 revenue guidance to $440M-$445M sees adj. EBITDA up 45% YoY Call today at 8:30 AM ET. https://twitter.com/i/web/status/2020840417164411316 https://twitter.com/i/web/status/2020840417164411316"
X Link 2026-02-09T12:41Z [--] followers, [--] engagements

"BREAKING: $MSTR boosts Bitcoin holdings to [------] BTC ($5.93B total) while generating capital through stock sales. - Added [---] BTC ($37.5M) at $44191/BTC Feb 2-8 - Sold [-----] shares via ATM for $6.5M gross ($6.4M net) - $593.5M remains available under current ATM program Disclosures via Strategy Dashboard per Reg FD https://twitter.com/i/web/status/2020847355075997991 https://twitter.com/i/web/status/2020847355075997991"
X Link 2026-02-09T13:08Z [--] followers, [--] engagements

"BREAKING: Park National Corp ($PRK) completes all-stock acquisition of First Citizens Bancshares ($FIZN) in a $324.1M deal. - Crosses $10B asset threshold ($12.7B pro forma) - 30% cost savings from $FIZN expenses (50% in 2026) - 15% accretive to [----] EPS 20% IRR - Pro forma ratios: 11% TCE/TA 13% CET1 - Integration expected Q3 [----] Investor presentation shows $9.8B assets $8.05B loans $8.35B deposits and 1.78% ROAA. https://twitter.com/i/web/status/2020847571388772833 https://twitter.com/i/web/status/2020847571388772833"
X Link 2026-02-09T13:09Z [--] followers, [--] engagements

"BREAKING: News Corp ($NWSA) authorizes $1B stock buyback program to enhance shareholder value. - Feb [--] buybacks: [------] Class A shares ($20.9M) High: $27.21 Low: $23.615 - [------] Class B shares ($10.5M) High: $31.40 Low: $26.89 $34.1M utilized to date - substantial authorization remains Goldman Sachs acting as broker https://twitter.com/i/web/status/2020849631567986813 https://twitter.com/i/web/status/2020849631567986813"
X Link 2026-02-09T13:17Z [--] followers, [--] engagements

"BREAKING: $AMC announces $150M stock offering via at-the-market sales and forward sale agreement with $GS. - ATM program allows daily share sales on NYSE up to $150M - Concurrent forward transactions with Goldman Sachs for hedging arrangements - Proceeds to fund debt repayment working capital and capital expenditures - All issuances legally authorized and fully paid upon delivery https://twitter.com/i/web/status/2020852907814383794 https://twitter.com/i/web/status/2020852907814383794"
X Link 2026-02-09T13:30Z [--] followers, [---] engagements

"BREAKING: $WDAY announces CEO transition with co-founder Aneel Bhusri returning as CEO replacing Carl Eschenbach who becomes strategic advisor. - Bhusri's comp: $1.25M base salary up to 200% bonus target $60M RSU + $75M PVU awards - Eschenbach exit: $2.6M cash payout $941K bonus accelerated equity vesting - AI called 'transformative opportunity' for next chapter - Reaffirms FY26 Q4 & full-year guidance (excl. GAAP margin) results Feb [--] https://twitter.com/i/web/status/2020854349308551407 https://twitter.com/i/web/status/2020854349308551407"
X Link 2026-02-09T13:36Z [--] followers, [---] engagements

"BREAKING: $VNO reports Q4/FY2025 results with strategic moves and shareholder returns. - Q4: Net $601K ($0.00/sh) FFO $112.9M ($0.56/sh) - FY: Net $842.9M (+$834.6M YoY) on $803M NYU gain + $76M UNIQLO sale - Acquired [--] E 54th St ($141M) & [---] 5th Ave ($218M) - Sold [---] 5th Ave portion ($342M proceeds $76M gain) - Issued $500M 5.75% notes; repaid $400M debt - $51M buybacks in '25 + $28.8M post-YE; $0.74/sh div - 90% occupancy; same-store NOI +5.4% - $1.43B dev pipeline (9-11.6% yields) https://twitter.com/i/web/status/2020982178922848427 https://twitter.com/i/web/status/2020982178922848427"
X Link 2026-02-09T22:04Z [--] followers, [---] engagements

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