# ![@MaerinoResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2000239303562305536.png) @MaerinoResearch Maerino Equity Research

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

### Engagements: [--] [#](/creator/twitter::2000239303562305536/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2000239303562305536/c:line/m:interactions.svg)

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

### Mentions: [--] [#](/creator/twitter::2000239303562305536/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2000239303562305536/c:line/m:posts_active.svg)

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

### Followers: [--] [#](/creator/twitter::2000239303562305536/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2000239303562305536/c:line/m:followers.svg)

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

### CreatorRank: [---------] [#](/creator/twitter::2000239303562305536/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2000239303562305536/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [financial services](/list/financial-services)  [fashion brands](/list/fashion-brands)  [exchanges](/list/exchanges)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[strong](/topic/strong), [dividend](/topic/dividend), [breaking](/topic/breaking), [debt](/topic/debt), [flow](/topic/flow), [cash flow](/topic/cash-flow) #771, [growth](/topic/growth), [acquisition](/topic/acquisition), [liquidity](/topic/liquidity), [eps](/topic/eps)

**Top accounts mentioned or mentioned by**
[@roojoo3](/creator/undefined) [@61](/creator/undefined) [@426](/creator/undefined) [@srg444](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"BREAKING: Haemonetics ($HAE) acquires Vivasure Medical for 100M upfront (net 52M) + up to 85M in milestones. Deal expands $HAE's closure device portfolio strengthening its large-bore closure market position"  
[X Link](https://x.com/MaerinoResearch/status/2009595147474846038)  2026-01-09T11:56Z [--] followers, [--] engagements


"BREAKING: $LQDA reports preliminary [----] YUTREPIA net sales of $148.3M Q4 sales hit $90.1M (74% QoQ growth) Generated $30M positive cash flow in Q4 Cash position: $190.7M as of Dec 2025"  
[X Link](https://x.com/MaerinoResearch/status/2009596733508964788)  2026-01-09T12:02Z [--] followers, [---] engagements


"BREAKING: BioCryst Pharmaceuticals ($BCRX) announces price increase for ORLADEYO. New wholesale cost: $48487.92 per 28-day pack Effective January [--] 2026"  
[X Link](https://x.com/MaerinoResearch/status/2009597668469690872)  2026-01-09T12:06Z [--] followers, [--] engagements


"BREAKING: Insmed ($INSM) reports preliminary [----] global net product revenues of $606.4M up 67% YoY. Breakdown: ARIKAYCE $433.8M BRINSUPRI $172.7M. Presented at J.P. Morgan Healthcare Conference"  
[X Link](https://x.com/MaerinoResearch/status/2009598013392490660)  2026-01-09T12:07Z [--] followers, [--] engagements


"ARIKAYCE: $280.3M in U.S. (10% YoY growth) and $153.5M internationally (41% surge). BRINSUPRI: $172.7M in [----]. Strong adoption: 9K new patients in Q4 4K medical professionals prescribed by year-end"  
[X Link](https://x.com/MaerinoResearch/status/2009598014130671643)  2026-01-09T12:07Z [--] followers, [--] engagements


"2026 Outlook: ARIKAYCE expected $450M-$470M globally. BRINSUPRI launches: Europe H1 [----] UK & Japan pending approvals. Pipeline: ENCORE topline data (Mar/Apr) CEDAR (Q2) PALM-ILD Phase [--] started"  
[X Link](https://x.com/MaerinoResearch/status/2009598014919241862)  2026-01-09T12:07Z [--] followers, [--] engagements


"BREAKING: FDA identifies deficiencies in Aquestive Therapeutics' ($AQST) Anaphylm NDA preventing labeling discussions. Not a final decision. Review continues with Jan [--] [----] PDUFA date. Global expansion plans underway with $120M cash for commercialization"  
[X Link](https://x.com/MaerinoResearch/status/2009601759069479108)  2026-01-09T12:22Z [--] followers, [--] engagements


"Global regulatory progress: - Canada submission H1 [----] - Europe submission H2 [----] - UK MHRA feedback Q1 [----] EMA requires no new trials Clinical: [--] studies [---] subjects Shown comparable to epinephrine auto-injectors"  
[X Link](https://x.com/MaerinoResearch/status/2009601759786758573)  2026-01-09T12:22Z [--] followers, [--] engagements


"Financial position: $120M cash (Dec 2025) Sufficient for US approval/launch + global expansion US sales force hiring post-FDA approval Pre-commercial activities advancing worldwide"  
[X Link](https://x.com/MaerinoResearch/status/2009601760533324061)  2026-01-09T12:22Z [--] followers, [--] engagements


"BREAKING: Iovance Biotherapeutics ($IOVA) updates corporate presentation & reaffirms [----] revenue guidance of $250M-$300M for first full year of Amtagvi sales"  
[X Link](https://x.com/MaerinoResearch/status/2009606518484713541)  2026-01-09T12:41Z [--] followers, [--] engagements


"BREAKING: Compass ($COMP) completes all-stock acquisition of Anywhere Real Estate ($HOUS) forming Compass International Holdings. Robert Reffkin named Chairman & CEO. $COMP issues $1.0B in 0.25% Convertible Notes due [----] to finance the merger"  
[X Link](https://x.com/MaerinoResearch/status/2009613720117219430)  2026-01-09T13:10Z [--] followers, [---] engagements


"Net proceeds from notes will repay $HOUS's indebtedness and fund capped call transactions. Capped calls (strike $15.9840 cap $23.6800) aim to reduce dilution from note conversions. Effective January [--] 2026"  
[X Link](https://x.com/MaerinoResearch/status/2009613720880611828)  2026-01-09T13:10Z [--] followers, [--] engagements


"BREAKING: FDA places clinical hold on Intellia Therapeutics' ($NTLA) MAGNITUDE trials for Nex-z ATTR treatment. Safety events include Grade [--] liver enzyme elevations & patient death (unrelated to drug). $NTLA working with regulators to resolve hold"  
[X Link](https://x.com/MaerinoResearch/status/2009615153633882248)  2026-01-09T13:16Z [--] followers, [---] engagements


"Lonvo-z for HAE: Phase [--] HAELO trial fully enrolled. Topline data expected mid-2026 BLA submission H2 [----] Targeting US launch H1 [----] Projected HAE market: $6.3B by [----] Developed with $REGN"  
[X Link](https://x.com/MaerinoResearch/status/2009615154388799896)  2026-01-09T13:16Z [--] followers, [---] engagements


"Nex-z development continues despite hold: [---] enrolled in cardiomyopathy trial [--] in polyneuropathy trial BLA planned H2 [----] if hold resolved ATTR market: 250K-500K patients ($16.8B by 2030) $NTLA funded through mid-2027 Commercial infrastructure underway"  
[X Link](https://x.com/MaerinoResearch/status/2009615155248660866)  2026-01-09T13:16Z [--] followers, [---] engagements


"Fidelity milestones: - 99.7% on 9-qubit system - 99.6% on 36-qubit system Optimization: New chip iteration targets 99.5% fidelity Addressing tunable coupler complexities"  
[X Link](https://x.com/MaerinoResearch/status/2009618015726272678)  2026-01-09T13:27Z [--] followers, [--] engagements


"BREAKING: Boot Barn Holdings ($BOOT) reports strong preliminary Q3 FY2026 results. Net sales: $705.6M (+16% YoY) beating guidance. Operating income: $114.8M (vs $99.5M prior). Diluted EPS: $2.79"  
[X Link](https://x.com/MaerinoResearch/status/2009745365243711840)  2026-01-09T21:53Z [--] followers, [--] engagements


"Same-store sales growth: 5.7% (retail +3.7% e-commerce +19.6%). Opened [--] new stores in Q3 (55 YTD) total [---] stores. New stores: $3.2M Year1 sales $1.7M investment 53% cash return 1.8yr payback"  
[X Link](https://x.com/MaerinoResearch/status/2009745366023811441)  2026-01-09T21:53Z [--] followers, [--] engagements


"Strategic pillars: new stores same-store sales omni-channel margin expansion. Exclusive Brands penetration: 41.1% YTD FY26 790bps margin expansion. Attending ICR Conference Jan [--]. Full Q3 results Feb 4"  
[X Link](https://x.com/MaerinoResearch/status/2009745366762041443)  2026-01-09T21:53Z [--] followers, [--] engagements


"BREAKING: NOVAGOLD ($NG) signs non-binding LOI for natural gas supply to power Donlin Gold project. Deal with Glenfarne Alaska LNG includes gas sales (up to 50M cu ft/day) and pipeline collaboration. Expected to lower costs and enhance project economics"  
[X Link](https://x.com/MaerinoResearch/status/2009747731275817327)  2026-01-09T22:02Z [--] followers, [--] engagements


"Pipeline: Buried 316-mile route from Beluga to Donlin site. Key permits issued; right-of-way upheld by Alaska Supreme Court. Ownership: Donlin Gold LLC (60% $NG 40% Paulson). Glenfarne Alaska LNG is majority owner of Alaska LNG"  
[X Link](https://x.com/MaerinoResearch/status/2009747732043378870)  2026-01-09T22:02Z [--] followers, [--] engagements


"BREAKING: Western Union ($WU) secures $800M delayed draw term loan (upsizeable to $1B) for refinancing and acquisitions. Proceeds to refinance [----] Notes & fund acquisition of International Money Express ($IME)"  
[X Link](https://x.com/MaerinoResearch/status/2009752604247511063)  2026-01-09T22:22Z [--] followers, [--] engagements


"FY25 Financials & Ops: - Revenue: $3.48B - Off-premise: 20% of restaurant sales - Retail: 19% of total sales - Stores: [---] across [--] states - Loyalty: 10.7M members (from 1.4M in Q1 FY24)"  
[X Link](https://x.com/MaerinoResearch/status/2010670038101950620)  2026-01-12T11:07Z [--] followers, [--] engagements


"FY2025 Breakdown: - Diagnostics: $955M (+111%) - Data & Apps: $316M (+31%) - Insights: +38% Q4 2025: - Diagnostics: $266M (+121%) - Data & Apps: $100M (+25%) - Insights ex-AZ: +68%"  
[X Link](https://x.com/MaerinoResearch/status/2010672077724885202)  2026-01-12T11:15Z [--] followers, [--] engagements


"Record TCV $1.1B with 70+ pharma partners (AstraZeneca GSK BMS Pfizer). Net Rev Retention: 126%. Growth driven by AI across platform. Outlook: Continued momentum in 2026+. Full results Feb 2026; Presentation at JP Morgan Healthcare Conf"  
[X Link](https://x.com/MaerinoResearch/status/2010672078437953580)  2026-01-12T11:15Z [--] followers, [--] engagements


"2026 Outlook: - Testing rev guidance: $559M-$569M (14-16% growth ex new tests) - Adj. EBITDA margin: 25% Growth drivers: Decipher/Afirma expansion + Prosigna/TrueMRD US launches Audited results due Feb 2026"  
[X Link](https://x.com/MaerinoResearch/status/2010674859852861713)  2026-01-12T11:26Z [--] followers, [--] engagements


"BREAKING: Guardant Health ($GH) reports preliminary Q4 revenue $280M (+39% YoY) and FY2025 revenue $981M (+33% YoY). Q4 oncology test volumes 79K (+38% YoY); Shield tests surged to 38K from 6.4K prior-year"  
[X Link](https://x.com/MaerinoResearch/status/2010675489912869009)  2026-01-12T11:29Z [--] followers, [--] engagements


"Volumes & Cash Flow: - Q4 oncology: 79K tests - FY oncology: 276K (+34%) - Shield FY: 87K - Q4 FCF: -$54M - FY FCF: -$233M - Cash & equivalents: $1.3B"  
[X Link](https://x.com/MaerinoResearch/status/2010675490642686303)  2026-01-12T11:29Z [--] followers, [--] engagements


"Strategic Highlights: - Growth driven by Smart Platform & Shield momentum (nearly 100K screened since FDA approval) - Multiple new product launches planned for [----] - Presenting at JPM Healthcare Conf Jan [--] - Audited results expected Feb 2026"  
[X Link](https://x.com/MaerinoResearch/status/2010675491389194660)  2026-01-12T11:29Z [--] followers, [--] engagements


"Investing in inventory capex & working capital for Rise Wellness & Hiya. Ownership: 78.8% of Hiya 100% of Rise Wellness. Upcoming: - ICR Conf: Jan [--] [----] 3:30 PM ET (webcast) - Q4/FY2025 earnings: Feb [--] after close; call Feb [--] [--] AM ET"  
[X Link](https://x.com/MaerinoResearch/status/2010677224702124141)  2026-01-12T11:36Z [--] followers, [--] engagements


"FY2025 Guidance: - Net sales growth: 4% to 5% - Adj. EBITDA growth: 10% to 12% - Adj. diluted EPS growth: 24% to 26% Replay available same day"  
[X Link](https://x.com/MaerinoResearch/status/2010683382120808711)  2026-01-12T12:00Z [--] followers, [--] engagements


"Two active repurchase programs: - [----] Program: up to $1B (as of Jan [--] 2026: $980.8M bought) - [----] Program: up to $1B Buybacks in USD open market; exclude ASX-listed CDIs"  
[X Link](https://x.com/MaerinoResearch/status/2010684043772211517)  2026-01-12T12:03Z [--] followers, [--] engagements


"- Recon segment: high single-digit growth - P&R segment: low single-digit growth - [----] margins: GAAP gross 56.0% adj. EBITDA 17.9% - [----] sales mix: 51% P&R / 49% Recon - International sales projected 42% of total"  
[X Link](https://x.com/MaerinoResearch/status/2010684276522602776)  2026-01-12T12:04Z [--] followers, [--] engagements


"Robust pipeline through [----] (Arvis [---] OPTIMIS) Completed [--] acquisitions since [----] (Lima Orthopedics Mathys) Strategy pillars: commercial execution innovation operating excellence financial discipline"  
[X Link](https://x.com/MaerinoResearch/status/2010684277252411507)  2026-01-12T12:04Z [--] followers, [--] engagements


"BREAKING: $UNH to reaffirm [----] adjusted EPS expectations at Jan [--] investor meeting. Final results not yet finalized"  
[X Link](https://x.com/MaerinoResearch/status/2010687231967555964)  2026-01-12T12:16Z [--] followers, [---] engagements


"BREAKING: OrthoPediatrics ($KIDS) reports record [----] revenue: $236.1M (+15% YoY) and issues [----] guidance of $262M-$266M (11-13% growth). Q4 revenue $61.3M (+16%)"  
[X Link](https://x.com/MaerinoResearch/status/2010687892222247009)  2026-01-12T12:18Z [--] followers, [--] engagements


"Financials & Regulatory: - Q4 free cash flow: $6M-$7M - Full-year [----] cash flow usage down 50% from [----] - Achieved EUMDR cert for Response Spine systems trauma/deformity plates screws nails & instruments"  
[X Link](https://x.com/MaerinoResearch/status/2010687893006606747)  2026-01-12T12:18Z [--] followers, [--] engagements


"BREAKING: CareDx ($CDNA) reports prelim Q4 revenue $108M (+25% YoY) and FY2025 revenue $380M (+14% YoY). Repurchased $88M in shares in [----]. CEO plans to leverage momentum in 2026"  
[X Link](https://x.com/MaerinoResearch/status/2010690275358671097)  2026-01-12T12:28Z [--] followers, [--] engagements


"BREAKING: Uber ($UBER) announces major financial reporting overhaul effective Q1 [----]. - Replacing Adjusted EBITDA with Non-GAAP Operating Income Net Income and EPS - Also changing segment metrics and reclassifying interest income"  
[X Link](https://x.com/MaerinoResearch/status/2010690916147753412)  2026-01-12T12:30Z [--] followers, [--] engagements


"Net Closings: [--] (11 openings [--] closures) vs prior 23-28 Updated Outlook: - System-wide sales: $945M-$948M (prev $940M-$950M) - Total revenue: $206M-$208M (prev $205M-$209M) - Same-store sales: 0.1%-0.3% (prev 0.0%-1.0%)"  
[X Link](https://x.com/MaerinoResearch/status/2010694630916976749)  2026-01-12T12:45Z [--] followers, [--] engagements


"Adjusted EBITDA: $72M-$74M (prev $69M-$71M) Adjusted Net Income: $33M-$35M (prev $31M-$33M) Preliminary results; audited for year ended Jan [--] [----] expected in March [----] Mgmt attending ICR Conf Jan 12-13 2026"  
[X Link](https://x.com/MaerinoResearch/status/2010694631927787738)  2026-01-12T12:45Z [--] followers, [--] engagements


"2025 Prelim: - Same-store sales Q4: -3.3% (transactions -3.3%) - FY pricing +3.2% transactions -2.5% [----] Outlook: - G&A: $80-82M - CapEx: $55-60M - Restaurant count: [---] units"  
[X Link](https://x.com/MaerinoResearch/status/2010694851604381962)  2026-01-12T12:46Z [--] followers, [--] engagements


"Growth: - [--] new ROTF [---] (2025) [--] diverse-format/yr (2026-27) - DFW airport (H1 2026) Chicago inline (Fall 2026) Perks program: 2.1M members (10% sales) NPS [--] beats Chick-fil-A (63) In-N-Out (62)"  
[X Link](https://x.com/MaerinoResearch/status/2010694852502053019)  2026-01-12T12:46Z [--] followers, [--] engagements


"BREAKING: $AXGN reports strong prelim Q4 & FY2025 results: Q4 rev $59.9M (+21.3% YoY) FY rev $225.2M (+20.2% YoY) Gross margin 74% FDA approved Avance BLA Unveils 2025-2028 strategic plan"  
[X Link](https://x.com/MaerinoResearch/status/2010696656069570719)  2026-01-12T12:53Z [--] followers, [--] engagements


"Growth drivers: - Targeting high-potential accounts - Peripheral nerve surgical algorithm - Resensation expansion Strategic plan: 15-20% CAGR Annual positive cash flow $60M+ op cash flow by 2028"  
[X Link](https://x.com/MaerinoResearch/status/2010696656866492724)  2026-01-12T12:53Z [--] followers, [--] engagements


"FDA approved Avance BLA Dec [--] [----] Liquidity: $45.5M (up $6M YoY) Market: $5.6B TAM Coverage: 79% Medicare/Medicaid 65% Avance commercial Added 19.8M lives in FY2025 New CMS code 64912"  
[X Link](https://x.com/MaerinoResearch/status/2010696657726316973)  2026-01-12T12:53Z [--] followers, [--] engagements


"BREAKING: Utz Brands ($UTZ) announces preliminary Q4 & FY2025 results. Q4: Net sales $342-343M (organic +0.3-0.6% YoY) adj EBITDA $62-64M (+17-21%) FY: Net sales $1439-1440M (organic +2.4-2.5%) adj EBITDA $216-218M (+8-9%) net leverage 3.4x"  
[X Link](https://x.com/MaerinoResearch/status/2010698102261395897)  2026-01-12T12:59Z [--] followers, [--] engagements


"Retail sales: Q4 branded salty snacks +3.5% (category +1.1%) FY branded sales +2.9% topping $1.8B Net sales lagged due to inventory reductions (SNAP delays shutdown) but normalized by year-end"  
[X Link](https://x.com/MaerinoResearch/status/2010698102991171601)  2026-01-12T12:59Z [--] followers, [--] engagements


"BREAKING: OrthoPediatrics ($KIDS) reports [----] revenue of $236.1M (+15% YoY) and issues [----] guidance: $262M-$266M (11-13% growth) with $25M Adjusted EBITDA. Details:"  
[X Link](https://x.com/MaerinoResearch/status/2010699104850960837)  2026-01-12T13:03Z [--] followers, [--] engagements


"Growth projections: - Revenue growth 13% YoY - Adj. EBITDA growth 6-7% Operational: Strong Nov/Dec offset weak Oct driving Q4 profit above expectations"  
[X Link](https://x.com/MaerinoResearch/status/2010699504815571102)  2026-01-12T13:04Z [--] followers, [--] engagements


"BREAKING: Brookdale Senior Living ($BKD) reports Q4 [----] occupancy at 82.5% - Up [--] bps QoQ & [---] bps YoY December occupancy at 82.4% outperforms historical trends Sets positive momentum for 2026"  
[X Link](https://x.com/MaerinoResearch/status/2010699975081017787)  2026-01-12T13:06Z [--] followers, [--] engagements


"BREAKING: AtriCure ($ATRC) amends credit agreement and reports strong preliminary Q4 and full-year [----] results with double-digit growth. Provides optimistic [----] outlook"  
[X Link](https://x.com/MaerinoResearch/status/2010702239615033788)  2026-01-12T13:15Z [--] followers, [--] engagements


"Credit Amendment: - Term extended [--] years - Lower interest rate - Min utilization covenant removed - Facility: $125M (can increase to $165M) [----] Results: - Q4 rev: $140.5M (+13% YoY) - FY rev: $534.5M (+15% YoY) - Adj EBITDA: $57M-$59M - Year-end cash: $167M"  
[X Link](https://x.com/MaerinoResearch/status/2010702240391037206)  2026-01-12T13:15Z [--] followers, [--] engagements


"2026 Outlook: - Revenue: $600M-$610M (+12-14% YoY) - Adj EBITDA: $80M-$82M - Expects net income - Positive cash flow projected"  
[X Link](https://x.com/MaerinoResearch/status/2010702241158545809)  2026-01-12T13:15Z [--] followers, [--] engagements


"BREAKING: $CERS reports preliminary Q4 product revenue of $57.8M (+14% YoY) and full-year [----] revenue of $206.1M (+14% YoY). Guides [----] product revenue of $224M-$228M (9-11% growth)"  
[X Link](https://x.com/MaerinoResearch/status/2010704007082188883)  2026-01-12T13:22Z [--] followers, [--] engagements


"Note: Q4 revenue excludes $1.3M recognized in Q3 at customer request Divestitures: Completed evo sale in Oct [----] following [----] sales All results presented on continuing operations basis"  
[X Link](https://x.com/MaerinoResearch/status/2010705939603587548)  2026-01-12T13:30Z [--] followers, [--] engagements


"2026 Outlook: Expects continued revenue growth and expanded adjusted EBITDA margin Full [----] guidance to be issued in February with complete [----] results"  
[X Link](https://x.com/MaerinoResearch/status/2010705940379549735)  2026-01-12T13:30Z [--] followers, [--] engagements


"BREAKING: Strategy ($MSTR) updates ATM program & bitcoin holdings. - Issued 1.5M shares netting $198.5M - Purchased [----] bitcoins for $90M"  
[X Link](https://x.com/MaerinoResearch/status/2010708130699645165)  2026-01-12T13:39Z [--] followers, [--] engagements


"ATM Program Details (Jan 5-11 2026): - Class A ($STRC): 1M shares at $150 avg net $149M - Class B ($STRF): 500K shares at $100 avg net $49.5M Remaining capacity: $351M ($STRC) / $450.5M ($STRF)"  
[X Link](https://x.com/MaerinoResearch/status/2010708131303542869)  2026-01-12T13:39Z [--] followers, [--] engagements


"BREAKING: Progyny ($PGNY) raises Q4 and full-year [----] financial outlook expecting revenue net income and Adjusted EBITDA slightly above prior guidance. Leadership to present at JPMorgan Healthcare Conference Jan 13"  
[X Link](https://x.com/MaerinoResearch/status/2010710837929943468)  2026-01-12T13:49Z [--] followers, [--] engagements


"Financial Update: - Exceeds guidance for Q4 & full-year [----] - Excludes non-cash impacts from departure of former president Michael Sturmer"  
[X Link](https://x.com/MaerinoResearch/status/2010710838655459627)  2026-01-12T13:49Z [--] followers, [--] engagements


"BREAKING: SelectQuote ($SLQT) secures $415M credit facility extending debt maturity to [----]. - $325M term loan from Pathlight Capital - $90M revolver with UMB Bank Refinancing strengthens balance sheet flexibility"  
[X Link](https://x.com/MaerinoResearch/status/2010713148307718150)  2026-01-12T13:59Z [--] followers, [--] engagements


"Refinancing Details: - $313.8M repays prior facility & expenses - Maturity extended by [--] years to Jan [----] - Revolver increases peak liquidity to $90M (vs $72M)"  
[X Link](https://x.com/MaerinoResearch/status/2010713149062709581)  2026-01-12T13:59Z [--] followers, [--] engagements


"Strategic Benefits: - Lower amortization & investment flexibility - Slightly improved cost of capital (100bps step-down potential) Part of broader transformation: $100M securitization (Oct'24) & $350M preferred equity (Feb'25)"  
[X Link](https://x.com/MaerinoResearch/status/2010713149897392480)  2026-01-12T13:59Z [--] followers, [--] engagements


"BREAKING: $UNTY reports Q4 net income of $15.5M ($1.52/share) up 7.6% QoQ. FY2025 net income hits $58.0M ($5.67/share) +42.6% YoY. Announces leadership changes: George Boyan named President James Davies as CFO. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011033033244021184)  2026-01-13T11:10Z [--] followers, [--] engagements


"Q4 Highlights: - NIM: 4.60% - Loan growth: +12.6% YoY to $2.32B - Deposit growth: +10.7% YoY - Capital ratios: CET1 14.45% Leverage 12.72% Share buybacks: [-----] shares repurchased in Q4 at avg $46.55; 1.6M shares retired ($35.5M value). (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011033034024243249)  2026-01-13T11:10Z [--] followers, [--] engagements


"BREAKING: BNY Mellon ($BK) reports strong Q4 & FY2025 results: - Q4 revenue $5.18B (+7% YoY) EPS $2.02 (adj. $2.08) - FY revenue $20.08B (+8%) EPS $7.40 (adj. $7.50) - $5B returned to shareholders in [----] (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011039439611375732)  2026-01-13T11:35Z [--] followers, [--] engagements


"Key highlights: - AI modernization: 99% adoption [---] solutions $550M savings - [----] outlook: 5% revenue growth targets 38% pre-tax margin & 28% ROTCE - Strong capital ratios: CET1 11.9% LCR 112% (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011039440425173042)  2026-01-13T11:35Z [--] followers, [--] engagements


"BREAKING: $DAL reports record [----] revenue with $63.4B GAAP ($58.3B non-GAAP). Q4 EPS $1.86 GAAP/$1.55 non-GAAP. Announces order for [--] $BA 787-10 jets (options for [--] more) powered by $GE engines. [----] EPS guidance $6.50-$7.50 20% YoY growth. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011039676702785986)  2026-01-13T11:36Z [--] followers, [--] engagements


"BREAKING: $JPM reports Q4 net income of $13.0B ($4.63/share) down from $14.0B ($4.81) in Q4 '24. Excluding a $2.2B Apple Card reserve EPS was $5.23. Full-year net income $57.0B ($20.02/share). Board authorizes new $50B buyback program effective July [----]. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011042275212558835)  2026-01-13T11:46Z [--] followers, [--] engagements


"Key details: - $4.1B dividends paid ($1.50/share) + $7.9B stock buybacks - CET1 ratio 14.5% book value/share up 9% to $126.99 - Facilitated $3.3T in credit/capital raising - New Apple Card issuer with $104B total exposure ($23B drawn) - Total assets $4.4T deposits $2.56T (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011042275996938270)  2026-01-13T11:46Z [--] followers, [--] engagements


"BREAKING: $CAH raises FY2026 non-GAAP EPS outlook to $10.00 (prev. $9.65-9.85) & projects $50B in Specialty revenue (16% CAGR). BioPharma Solutions expected to grow 30%. Details at JPM Healthcare Conf. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011044854709572055)  2026-01-13T11:57Z [--] followers, [--] engagements


"Strategic milestones: - Sonexus/Patient Support now serves 1M+ patients (incl. Dupixent My Way) - ContinuCare expands to 11k+ pharmacies (+Publix) Successfully transitioned IRA-affected agreements ahead of Jan [--] deadline (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011044855498023285)  2026-01-13T11:57Z [--] followers, [--] engagements


"BREAKING: $CNXC Q4 rev $2.55B (+4.3% YoY); FY rev $9.83B (+2.2% YoY) - Q4 non-GAAP EPS $2.95 vs. -$23.85 GAAP ($1.52B impairment) - FY ops cash $807M adj. FCF $626M - Returned $258M to shareholders - FY26 rev guide $10.04B-$10.18B (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011055077788615157)  2026-01-13T12:37Z [--] followers, [--] engagements


"Details: - Q4 adj. EBITDA $378.6M despite $1.52B charge - Reduced net debt $184M in FY25 - Repurchased 1.3M shares ($56.4M); $438.6M buyback remaining - FY26 outlook: non-GAAP EPS $11.48-$12.07 adj. FCF $630M-$650M (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011055078568841678)  2026-01-13T12:37Z [--] followers, [--] engagements


"BREAKING: $ICHR prelim Q4 '25 results top guidance midpoints. Revenue & gross margin slightly above prior outlook. Q1 '26 revenue projected $240M with margin improvement. Details Feb [--] call. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011062011954606240)  2026-01-13T13:05Z [--] followers, [---] engagements


"Q4 '25 (prelim/unaudited): - Revenue & gross margin above prior guidance midpoints Q1 '26 Outlook: - Revenue $240M - Gross margin improvement seq. from Q4 Earnings Call: Feb [--] [----] for finalized results (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011062012915208420)  2026-01-13T13:05Z [--] followers, [--] engagements


"Key Stats: - Revenue: Acute 55% Specialty 18% RTC 17% CTC 11% - Payers: Medicaid 57% Commercial 25% Medicare 14% - [----] beds: +1089 (6 new +311 exp) vs [---] closed - [----] capex cut $300M Growth: New beds $200M+ EBITDA; workforce/tech focus. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011062179731009742)  2026-01-13T13:06Z [--] followers, [--] engagements


"- DSA demand improves: Q4 book-to-bill 1.1x - Acquiring K.F. Cambodia ($510M closing early Q1) & PathoQuest ($60M closing by Q1 end) - PathoQuest to add $15-20M rev in [----] to Biologics Testing (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011064565300101509)  2026-01-13T13:15Z [--] followers, [--] engagements


"BREAKING: $RCEL secures $60M credit facility with Perceptive Credit refinances existing debt. Initial $50M funded at Term SOFR +7.50% (4% floor). Q4 revenue $17.6M (-4% YoY) FY2025 $71.6M (+11%). Guides FY2026 revenue $80-85M (+12-19%). (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011069543662203303)  2026-01-13T13:35Z [--] followers, [--] engagements


"BREAKING: $LASR prelim Q4 [----] revenue $78M-$80M beating guidance ($72M-$78M). Strong Aerospace & Defense demand drives outperformance. [----] outlook positive with directed energy programs gaining traction. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011073150931374403)  2026-01-13T13:49Z [--] followers, [--] engagements


"Segment breakdown: - Laser Products: $54M-$55M - Advanced Development: $24M-$25M Leadership to present at Needham Growth Conf (Jan 13). Sustained A&D growth expected near/long-term. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011073152130978288)  2026-01-13T13:49Z [--] followers, [--] engagements


"BREAKING: $ILMN announces preliminary Q4 [----] results with revenue up 5% YoY to $1.155B (ex-China +7% to $1.1B). EPS: GAAP $2.14-$2.17; non-GAAP $1.27-$1.30. Full-year revenue flat at $4.34B (ex-China +2% to $4.1B). Full earnings Feb [--] [----]. (1/1)"  
[X Link](https://x.com/MaerinoResearch/status/2011080115120120130)  2026-01-13T14:17Z [--] followers, [--] engagements


"Costs & metals breakdown: - RGLD GEO cost: $809/oz vs Sandstorm's $496/oz - Gold sold: 48.1k oz @ $4071/oz (RGLD) 5k oz @ $4240/oz (Sandstorm) - Silver: 610.9k oz @ $50.90 (RGLD) 15.1k oz @ $66.79 (Sandstorm) Full results Feb [--] after close; call Feb [--] (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011080495208038683)  2026-01-13T14:18Z [--] followers, [--] engagements


"BREAKING: $JPM reports Q4 net income of $13.0B ($4.63 EPS) or $14.7B ($5.23 EPS) ex-items. ROTCE 20% ex-items. FY25 revenue $185.6B net income $57.0B. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011094368547922203)  2026-01-13T15:13Z [--] followers, [--] engagements


"Key details: - $2.2B credit reserve for Apple card impacts EPS by $(0.60) - CET1 ratio 14.5% $4.1B dividend $7.9B buybacks - [----] outlook: NII $95B ex-Markets expenses $105B - Card NCO rate expected near 3.4% (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011094369260962229)  2026-01-13T15:13Z [--] followers, [--] engagements


"BREAKING: $RICK reports Q1 [----] results with mixed performance: - Combined sales: $70.3M (-0.9% YoY) - Nightclubs: $61.9M (+0.9%) - Bombshells: $8.4M (-12.6%) - Same-store sales: -7.7% overall New clubs added $4.9M revenue [--] Texas locations closed (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011102297489637597)  2026-01-13T15:45Z [--] followers, [---] engagements


"R&D: Invested $800M+ since [----] pipeline of 12-13 programs across glaucoma cornea retina. iDose TR contributed $45M in Q4. Corneal expansion: Epioxa (FDA-approved 2025) launched Q1 [----] with phased strategy. Targets 30% growth & 20% 10-yr CAGR. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011184058223468966)  2026-01-13T21:10Z [--] followers, [--] engagements


"BREAKING: $PI expects Q4 revenue near high end of $90M-$93M guidance range - Adj. EBITDA seen above prior midpoint ($15.4M-$16.9M) - Management to present at Needham Growth Conf Jan [--] - Full earnings release Feb [--] after market close (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011190014646902906)  2026-01-13T21:34Z [--] followers, [--] engagements


"Details: - Preliminary unaudited results show stronger-than-expected performance - CEO Chris Diorio & CFO Cary Baker to host fireside chat - Conference webcast & earnings call details to follow $PI shares likely to react to preliminary beat (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011190015439618366)  2026-01-13T21:34Z [--] followers, [--] engagements


"BREAKING: $TTMI management presented at Needham Growth Conference outlining ambitious growth targets. Key highlights: - 15-20% annual revenue growth projected through [----] - Earnings expected to double from 2025-2027 (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011190360521724136)  2026-01-13T21:35Z [--] followers, [--] engagements


"Details from Jan [--] event: - Forward-looking statements indicate strategic expansion plans - Growth drivers include market positioning & operational efficiency - Presentation part of broader Investor Day communications $TTMI (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011190361369047340)  2026-01-13T21:35Z [--] followers, [--] engagements


"BREAKING: Victory Capital ($VCTR) reports $316.6B total client assets as of Dec [--] [----] - AUM: $313.8B - Other assets: $2.8B December monthly averages: - Total AUM: $314.5B - Total client assets: $317.3B (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011191200875680040)  2026-01-13T21:38Z [--] followers, [--] engagements


"Q4 [----] saw -$2.1B long-term AUM net outflows Asset mix breakdown: Mutual funds: $172.2B Separate accounts: $126.5B ETFs: $15.0B Regional split: U.S. assets: $261.8B Non-U.S. assets: $54.8B (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011191201639141411)  2026-01-13T21:38Z [--] followers, [--] engagements


"BREAKING: $AVNW reports robust Q1 FY2026 results with revenue up 21.4% YoY to $107.3M. Guides FY26 revenue of $440M-$460M and Adj. EBITDA of $45M-$55M. Strategic acquisitions expand market reach into industrial SCADA & cellular routers. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011193779114455280)  2026-01-13T21:48Z [--] followers, [--] engagements


"2025 Q3: - SNS: $317.8M (+9.5% Y/Y) - PM&R: $176.2M (+2.7%) [----] Guide: - Sales: $690M-$700M - Adj EPS: $0.85-$0.95 M&A: Nexus adds $5M '25 rev Tariffs: $18M headwind; $15M-$20M annual savings target by [----] (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011204994796540308)  2026-01-13T22:33Z [--] followers, [--] engagements


"BREAKING: $WFC reports Q4 net income of $5.4B ($1.62 EPS) or $5.8B ($1.76 adj. EPS) on $21.3B revenue. Full-year: $83.7B revenue $21.3B net income $23B returned to shareholders via buybacks & dividends. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011401192190951464)  2026-01-14T11:33Z [--] followers, [--] engagements


"BREAKING: $BAC reports Q4 net income of $7.6B ($0.98/share) on $28.4B revenue (+7% YoY). Full-year 2025: $30.5B net income $113.1B revenue. Strong capital position with CET1 ratio at 11.4%. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011405560822808680)  2026-01-14T11:50Z [--] followers, [--] engagements


"BREAKING: $UCB Q4 & FY [----] results - Q4 EPS $0.70 $0.71 op (+13%) - FY net $328M (+28%) rev $1.06B (+12%) - $35M debt redeemed 1M shares bought back - New $100M buyback for [----] - Div 4% to $0.25/share (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011419885100835146)  2026-01-14T12:47Z [--] followers, [--] engagements


"Key metrics: - Net int margin 3.62% (+36bps) - Loans +$209M Q4 (+4.4% ann.) - Deposits -$242M QoQ - CET1 13.4% ACL 1.16% Mortgage: - $261M closings - $319M rate locks Book value: $30.17/share (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011419885855744379)  2026-01-14T12:47Z [--] followers, [--] engagements


"BREAKING: $ILPT discloses $5.7M incentive management fee for [----] payable to RMR Group. Fee due Jan [--] [----] recorded in [----] financials. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011427274688520560)  2026-01-14T13:16Z [--] followers, [--] engagements


"Fee calculated based on $ILPT's 3-year total shareholder return ending Dec [--] [----] outperforming MSCI U.S. REIT/Industrial REIT Index. - Payment reflects performance alignment under Business Management Agreement. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011427276013904114)  2026-01-14T13:16Z [--] followers, [--] engagements


"BREAKING: $DHC announces $17.9M incentive management fee for [----] & receives $27.2M AlerisLife dividend. Additional $3M-$7M expected from wind-down. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011427635771875737)  2026-01-14T13:18Z [--] followers, [--] engagements


"- Incentive fee: Based on 3-yr TSR outperformance vs MSCI U.S. REIT/Health Care Index - Payable by Jan [--] [----] expensed in [----] financials - Dividend: Received Jan [--] [----] from asset sale/wind-down - Final $3M-$7M pending wind-down completion (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011427636510175530)  2026-01-14T13:18Z [--] followers, [--] engagements


"BREAKING: $CLOV reports 53% YoY Medicare Advantage membership surge to 153k members projects first full-year GAAP Net Income profitability in [----]. Growth driven by MA switchers in core markets. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011432387142386151)  2026-01-14T13:37Z [--] followers, [---] engagements


"BREAKING: $ISRG reports strong preliminary Q4 & FY2025 results: - Q4 revenue $2.87B (+19% YoY) - FY revenue $10.06B (+21% YoY) - Recurring rev 81% of Q4 total - [---] da Vinci systems placed (+8% YoY) (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011439014046232724)  2026-01-14T14:03Z [--] followers, [---] engagements


"Key details: - Worldwide procedures +18% in Q4 (da Vinci +17% Ion +44%) - Installed base grows 12% to [-----] systems - Instruments/accessories rev +17% to $1.66B in Q4 - Systems rev $786M in Q4 - Guides 13-15% da Vinci proc growth for [----] (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011439014767640747)  2026-01-14T14:03Z [--] followers, [--] engagements


"BREAKING: $PLSE updates Investor Deck highlighting financial position & nPulse progress. - $81M cash no debt (Dec '25) - Vybrance revenue: $86k in Q3 - Targets $6B+ TAM in Thyroid Cardiac Surgery & EP markets - FDA 510(k) cleared for Vybrance (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011439758497431614)  2026-01-14T14:06Z [--] followers, [--] engagements


"$PLSE's nsPFA tech reduces thermal risk enables deeper ablations. - 250+ global patents - EU study: 150+ enrolled [--] treated - FDA IDE approval & nPulse AF enrollment target: Q1 [----] - Cash burn: $36M [----] $13M Q3 ops use (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011439759281824004)  2026-01-14T14:06Z [--] followers, [--] engagements


"Deal yields $160M cash after taxes/fees. Post-deal outlook: - FY26 Sales: $2.00B-$2.05B - Adj. EBITDA: $440M-$460M - Targets mid-20% EBITDA margin w/ $70M synergies - Kito deal dilutive to GAAP EPS in FQ4 & FY26 from costs/timing (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011444118107365424)  2026-01-14T14:23Z [--] followers, [--] engagements


"BREAKING: $C reports Q4 net income of $2.47B ($1.19 EPS) on $19.9B revenue. Results include $1.2B pre-tax loss from Russia exit reducing EPS by $0.62. Excluding this revenue up 8% YoY adj. EPS $1.81. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011459919514378265)  2026-01-14T15:26Z [--] followers, [--] engagements


"BREAKING: $CODI reports Q3 [----] results with $472.6M net sales (-$87.2M net loss) and updates full-year outlook. Nine-month sales hit $1.41B (-$214.9M net loss). New [----] subsidiary Adjusted EBITDA guidance: $335M-$355M (ex-Lugano). (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011548681061663154)  2026-01-14T21:19Z [--] followers, [---] engagements


"BREAKING: $S resolves Israeli transfer pricing issues via tax agreement covering 2021-2025. - Records $14M FY25 tax expense - $30M more tied to Prompt Security acquisition - Total liabilities payable through [----] at 7% interest (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011552531810226685)  2026-01-14T21:34Z [--] followers, [--] engagements


"BREAKING: $HOMB reports Q4 net income of $118.2M ($0.60 EPS) and record FY2025 results with $475.4M net income ($2.41 EPS). - Q4 revenue: $282.1M - PPNR: $167.7M - FY growth: Net income up 18.2% YoY (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011564793379876953)  2026-01-14T22:23Z [--] followers, [--] engagements


"Key $HOMB metrics: - Total assets: $22.88B - Record loans: $15.69B (Q4 growth: +$400.2M) - Efficiency ratio: 39.54% (improved from 42.0%) - Capital: $4.30B equity $21.88 BVPS - Repurchased 540k shares ($14.9M) - MCBI acquisition expected H1 [----] (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011564794122215590)  2026-01-14T22:23Z [--] followers, [--] engagements


"BREAKING: $ABSI presented at JPMorgan Healthcare Conf highlighting AI-driven antibody design pipeline (ABS-201/AGA ABS-101/IBD) & $143.7M cash position. Plans to partner ABS-201 with Ph2 readouts expected within [--] months. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011567444825931915)  2026-01-14T22:33Z [--] followers, [---] engagements


"Operational highlights: - ET-15P-ST1 sidetrack yields 9m net reservoir - Baobab FPSO on schedule for Feb departure (production Q2 2026) - Egypt H-Field flows at [---] BOEPD - [----] outlook: Growth continues with Gabon/Cte dIvoire projects driving value (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011760112751296955)  2026-01-15T11:19Z [--] followers, [--] engagements


"BREAKING: $BSX to acquire $PEN in $14.5B cash-and-stock deal (73% cash / 27% stock). Penumbra shareholders get $374 cash or [------] $BSX shares per share. $PEN also reports strong prelim results: - Q4 revenue up 21.4-22.0% Y/Y - FY2025 revenue growth of 17.3-17.5% (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011776425695535515)  2026-01-15T12:24Z [--] followers, [--] engagements


"Strategic: Boosts $BSX CV & neuro portfolio with $PEN's thrombectomy tech (Lightning). Financials: - Dilutes $BSX EPS $0.06-$0.08 Year [--] - Neutral/accretive by Year 2+ - $11B cash via cash + debt $PEN margins: Q4 67.9-68.1% FY 67.1% (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011776426421170672)  2026-01-15T12:24Z [--] followers, [--] engagements


"BREAKING: $GS reports strong [----] results - $58.28B net revs & $17.18B net earnings ($51.32 EPS). Q4 revs hit $13.45B with $14.01 EPS. Board approves dividend hike to $4.50/share. 15% ROE for [----] 16% annualized in Q4. $16.78B returned to shareholders in [----]. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011782380579643629)  2026-01-15T12:47Z [--] followers, [--] engagements


"Details: - Cap returns: $12.36B buybacks (18.9M shares) + $4.42B divs - BV/share 6.2% to $357.60; AUM $3.606T w/ $168B inflows - GB&M revs 18% to $41.45B - AWM revs 2% to $16.68B Div payable March [--] [----] (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011782381405974678)  2026-01-15T12:47Z [--] followers, [--] engagements


"BREAKING: $ALL reports $80M Dec catastrophe losses ($64M after tax). Q4 total: $209M pre-tax. Policies up 0.2% MoM 2.0% YoY to 38.3M. Details: (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011783208438845785)  2026-01-15T12:51Z [--] followers, [--] engagements


"FY25 Details: - Organic revenue flat (price +0.8% volume -0.8%) - Net income $152M; adj. diluted EPS $4.24 - Net debt $1.91B (3.1x EBITDA) FY26 Outlook: - Revenue flat to +2% - Adj. EBITDA $630M-$660M - Adj. EPS $4.35-$4.70 - Operating cash flow $275M-$300M (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011786843553964402)  2026-01-15T13:05Z [--] followers, [--] engagements


"BREAKING: $AXP releases delinquency & write-off stats for U.S. Card Member loans (Consumer + Small Business) - Covers Oct/Nov/Dec [----] periods - Includes 30-days past due + net write-off rates - Lending Trust data may not fully align with total portfolios (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011847062590046229)  2026-01-15T17:04Z [--] followers, [--] engagements


"Key $AXP metrics for 3-month period ending Dec [--] 2025: - 30-days past due rates - Net write-off rates Report highlights potential variances between Lending Trust data and total U.S. Card Member loan portfolios (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011847063374299296)  2026-01-15T17:04Z [--] followers, [--] engagements


"BREAKING: $WABC reports Q4 [----] results with $27.8M net income ($1.12 EPS) slightly down from Q3's $28.3M. - Annualized ROE: 10.8% - Net interest income (FTE): $53.5M - Total revenue (FTE): $63.6M - NIM (FTE): 3.76% (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011882186199241017)  2026-01-15T19:24Z [--] followers, [--] engagements


"$WABC details: - Deposits: $4.84B (46% non-interest bearing) - Loans/Deposits: 15.0% - NPAs: $1.8M (0.25% ratio) - Shareholders' equity: $933.5M (TCE ratio 13.90%) - Dividend: $0.46/share (41% payout) - Cash: $567.8M; Total assets: $5.96B (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011882186899628301)  2026-01-15T19:24Z [--] followers, [--] engagements


"BREAKING: $CEG completes debt exchange with Calpine ($CPN) retires Calpine Notes & issues new senior notes. - [--] new tranches: 4.625% '29 5.000% Feb '31 3.750% Mar '31 - Indenture amendments executed including entity updates (Calpine Corp Calpine LLC) (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011909160519000193)  2026-01-15T21:11Z [--] 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](https://x.com/MaerinoResearch/status/2011910854996898209)  2026-01-15T21:18Z [--] followers, [---] engagements


"Market: 75M+ US adults with mental health conditions - 40%+ new to therapy (insurance-driven) AI Agent: Trained on billions of words + clinician oversight Partners: $NVO GLP-1 Amazon Pharmacy Tricare/Navy 50-state coverage; payor/distribution deals (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011910855739240931)  2026-01-15T21:18Z [--] followers, [---] engagements


"Balance Sheet Update: - Total debt: $2.5B - Cash & equivalents: $940M Capital Structure Strengthened: - Long-term debt: $2.15B post-redemption - Weighted avg debt maturity extends to [---] yrs from [---] yrs (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011912764986462689)  2026-01-15T21:25Z [--] followers, [--] engagements


"BREAKING: $QXO reports preliminary Q4 [----] results with $2.19B net sales and $150M Adjusted EBITDA. Completes Beacon acquisition (now $QXO Bldg Products) as part of strategy to dominate $800B building products sector targeting $50B annual revenue in [--] years. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011926063438233671)  2026-01-15T22:18Z [--] followers, [---] engagements


"Financing details: - $7.9B equity raised (2024-2025) - $6.5B debt (notes term loan ABL) Pro forma FY2024: $9.8B sales $242.6M net loss 9M'25: $7.3B sales $296.6M net loss New $3.0B Series C preferred stock commit for future acquisitions. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2011926064184922294)  2026-01-15T22:18Z [--] followers, [--] engagements


"BREAKING: $Q CFO Matthew Harbaugh resigns effective Jan [--] [----] (health reasons). Michael Goss appointed Interim CFO. Company reaffirms FY2025 guidance: - $4.7B net sales - $1.4B Adj. Pro Forma Op. EBITDA (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012119430164074581)  2026-01-16T11:07Z [--] followers, [--] engagements


"Interim CFO Goss: PAO/Controller since Nov [----]. [--] yrs at DuPont (VP PAO/Controller 2018-2025) + EY experience. Next earnings call: Feb [--] [----] at 8am ET. Details to follow. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012119430835179960)  2026-01-16T11:07Z [--] followers, [--] engagements


"BREAKING: $RF posts strong [----] results: $2.06B net income ($2.30 EPS) record Wealth/Treasury Mgmt income. Q4 revenue $1.92B (+5.8% YoY). - CET1 10.8% tangible book $13.75 (+20.4% YoY) - Q4: $430M buybacks $231M dividends (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012119598443663736)  2026-01-16T11:07Z [--] followers, [--] engagements


"Asset quality solid: - ACL 1.76% net charge-offs 0.59% - NPL ratio 0.73% (down 8% QoQ) [----] Outlook: - Tax rate target 20.5%-21.5% - Low single-digit loan growth - Loan pipelines +55% YoY $2.5B line commitments (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012119599269958090)  2026-01-16T11:07Z [--] followers, [--] engagements


"BREAKING: $PNC reports strong FY2025 results with $7.0B net income ($16.59 EPS) and $23.1B revenue. Completes FirstBank acquisition ($26B assets). Q4 net income $2.03B ($4.88 EPS) declares $1.70/share dividend. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012128342372229239)  2026-01-16T11:42Z [--] followers, [--] engagements


"Q4 capital returns: $1.1B ($0.7B divs + $0.4B buybacks). Q1 buybacks: $600-700M. Balance sheet: Loans $327.9B (+1%) deposits $439.5B (+2%). CET1 10.6%. Credit: Q4 provision $139M charge-offs $162M. FirstBank integration starts Q1 [----]. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012128343341105385)  2026-01-16T11:42Z [--] followers, [--] engagements


"Q4 Challenges: - NA demand 20% YoY (grower economics/weather) - Brazil volumes on credit issues/China comp [----] Outlook: - Growers to replenish nutrients - Govt support may boost NA demand - Global shipments may hit records - China export limits tighten markets (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012136601170682293)  2026-01-16T12:15Z [--] followers, [--] engagements


"Details: - Net revenue (ex-Milacron): $540M-$560M - Adjusted EBITDA: $90M-$100M - EBITDA: $75M-$85M Final report to be filed by Feb [--] coinciding with previously announced merger plans. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012149331722129859)  2026-01-16T13:05Z [--] followers, [--] engagements


"BREAKING: $BCBP announces $15.1M impairment charge + $16.4M expected net charge-offs for Q4 [----]. - Impacts cannabis-related REO property - Capital levels deemed sufficient to absorb losses Full financial results to be released Jan [--] [----]. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012160032993870279)  2026-01-16T13:48Z [--] followers, [--] engagements


"BREAKING: $PNC reports strong FY2025 results - $7B net income (+21% EPS) & $23.1B revenue (+7% YoY). Acquisition of FirstBank closed Jan [--] ($4.2B 70% stock) - expected to add $1 EPS in [----]. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012206807893020774)  2026-01-16T16:54Z [--] followers, [--] engagements


"Q4: $2.03B net income ($4.88 EPS) on $6.07B revenue - Balance sheet: Avg loans +3% YoY to $327.9B deposits +3% to $439.5B - Credit: NPLs 0.67% NCOs 0.20% [----] Outlook: Loans +8% NII +14% revenue +11% - Expenses +7% ex-integration 400bps op leverage (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012206808740319600)  2026-01-16T16:54Z [--] followers, [--] engagements


"Key details: - NII: $171M (NIM 2.70%) - Assets: $27.3B (+$728M securities) - Deposits: $21.4B (tx +4.5% time -6.4%) - Buyback: 1.95M shares @$29.75 - NPAs: 0.75% (prev 0.54%) - Tangible BVPS: $29.91 (+7.1%) Outlook: Optimistic on loans & buybacks. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012207638805635457)  2026-01-16T16:57Z [--] followers, [--] engagements


"BREAKING: $BOKF reports strong Q4 & FY2025 results with $177.3M net income ($2.89/share) in Q4 and $578M ($9.17/share) for FY. Announces [----] outlook projecting $1.3B net interest income and $2.18B total revenue. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012271618303676886)  2026-01-16T21:11Z [--] followers, [--] engagements


"Q4 DETAILS: - Adj net $152.1M ($2.48/sh) - NII $345.3M (+$7.6M QoQ) margin 2.98% - Loans +$786M to $25.7B; Deposits +$935M - CET1 12.89%; Repurchased 2.6M shares [----] OUTLOOK: - Loans $25.7B; Eff. ratio 65.1% - Upper single-digit loan growth (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012271619238920352)  2026-01-16T21:11Z [--] followers, [--] engagements


"BREAKING: ARMOUR Residential REIT ($ARR) reports $20.0B portfolio value as of Dec [----] with 97% in Agency assets. - $0.24 Dec dividend (16.3% yield) - Book value range: $18.53-$18.73 - Total liquidity: $1.17B (52% of capital) (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012273511113314394)  2026-01-16T21:19Z [--] followers, [--] engagements


"BREAKING: $AES announces $250M-$325M impairment charge for Maritza plant (Bulgaria) post-PPA expiry in [----]. No impact on current operations through May [----]. Details in upcoming 10-K. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012273674766741856)  2026-01-16T21:20Z [--] followers, [--] engagements


"Lender arrangements: - Non-consenting lenders' loans assigned to Bank of America $BAC - 1.00% prepayment fee if repricing within [--] months - Polish collateral release tied to ABL Credit Agreement & First Lien Notes (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012274264901087692)  2026-01-16T21:22Z [--] followers, [--] engagements


"BREAKING: New Jersey American Water ($AWK) files $146M rate request with NJ regulators seeking 10.75% ROE on $1.4B infrastructure investments through [----]. - Capital structure: 55.18% equity / 44.82% debt - Filing begins 9+ month review process (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2012275352693870607)  2026-01-16T21:26Z [--] followers, [--] engagements


"BREAKING: $PEBO Q4'25 results: $31.8M net income ($0.89 EPS) FY $106.8M ($2.99). Declares $0.41/share dividend (46.1% payout). EVP Wyatt retiring 4/3/26 succeeded by Majka. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013569976636981649)  2026-01-20T11:11Z [--] followers, [--] engagements


"Loans hit $6.76B (+2% annualized) - NIM outlook 4.00-4.20% for '26 - Loan growth target 3-5% - Non-int income $28-30M/qtr expenses $72-74M/qtr (Q2-Q4) NPAs down to 0.63% of loans. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013569977412997364)  2026-01-20T11:11Z [--] followers, [--] engagements


"BREAKING: $KEY reports Q4 [----] results with $0.43 EPS ($0.41 adj.) and record FY revenue of $7.5B (+16% YoY). Announces $1.2B+ [----] buyback plan board changes and strong 2026-27 targets. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013576173939216431)  2026-01-20T11:35Z [--] followers, [--] engagements


"BREAKING: $MMM reports Q4 & FY2025 results with mixed performance - sales growth but margin pressure. Guides for stronger [----] with 4% adj. sales growth & EPS of $8.50-$8.70. Details: Q4 adj. EPS $1.83 (+9% YoY) FY adj. EPS $8.06 (+10%) $4.8B returned to shareholders (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013577408419389687)  2026-01-20T11:40Z [--] followers, [--] engagements


"Q4 2025: - GAAP sales $6.1B (+2.1% YoY) - Adj. op margin 21.1% (+140bps) FY2025: - Adj. FCF $4.4B [----] Outlook: - 3% adj. organic growth - 70-80bps op margin expansion - $5.6B-$5.8B adj. OCF - 100% FCF conversion (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013577409191084157)  2026-01-20T11:40Z [--] followers, [--] engagements


"BREAKING: $USB reports record Q4 & FY2025 results + BTIG acquisition - Q4 revenue: $7.37B - FY revenue: $28.66B - Q4 EPS: $1.26 - To acquire BTIG (closing Q2 2026) - $750M annual revenue boost expected (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013581084605153407)  2026-01-20T11:55Z [--] followers, [--] engagements


"Key metrics: - ROTCE: 18.4% - NIM: 2.77% - CET1 ratio: 10.8% - $5B buyback program active [----] targets: - Revenue growth: +4-6% - Operating leverage: +200bps+ - ROAA: 1.15-1.35% Digital asset pilot completed (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013581085355982853)  2026-01-20T11:55Z [--] followers, [--] engagements


"BREAKING: $OXY discloses Q4 [----] earnings considerations & completes OxyChem sale. Key details include tax rates share count and realized commodity prices vs benchmarks. Discontinued ops reporting starts with [----] 10-K. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013583681630134668)  2026-01-20T12:05Z [--] followers, [--] engagements


"Adjusted tax rates: 35-37% (continuing ops) 24-26% (discontinued ops) - Avg diluted shares: 1002.9M Realized prices (Q4): Oil: $58.99 (WTI $59.14) NGL: $16.66 Gas: $1.29 (NYMEX $3.61) OxyChem sale closed Jan [--] 2026; ops classified as discontinued. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013583682380959933)  2026-01-20T12:05Z [--] followers, [--] engagements


"Key stats: - Pre-tax margin: 11.6% (Homebuilding: 10.8%) - Homes closed: [-----] (18% cancel rate) - Returns: $801.2M ($669.7M buybacks + $131.5M dividends) - $0.45/share dividend FY26: $33.5B-$35B rev $3B+ cash flow (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013652788450857012)  2026-01-20T16:40Z [--] followers, [--] engagements


"2025 highlights: - Revenue $59.1B (+3.5% YoY) - Operating cash flow $8.4B liquidity $15.2B - Flew 181M passengers; plans 100+ narrowbody & [--] [---] deliveries in [----] - Repurchased $640M shares [----] CapEx guidance: $8.0B (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013719502874182114)  2026-01-20T21:05Z [--] followers, [--] engagements


"BREAKING: $NFLX [----] revenue +16% to $45.2B op margin 29.5%. Ads rev $1.5B (2.5x YoY). To acquire $WBD at $27.75/share cash. [----] guide: +12-14% rev ads to double. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013721590823793067)  2026-01-20T21:13Z [--] followers, [---] engagements


"Details: - Q4 rev $12.1B (+18%) EPS $0.56 - 325M subs; 96B H2 hours viewed (+2%) - [----] op margin target 31.5% - FCF $9.5B; $8B buyback auth left - $42.2B bridge for $WBD deal - Stock +218% 3Y +720% 10Y (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013721591855661483)  2026-01-20T21:13Z [--] followers, [--] engagements


"Details: - Net interest income: $306M ($471M interest income) - Total assets: $9.2B Capital: $1.3B - NPAs: 0.35% of assets ACL: 1.01% of loans - $0.32/share dividend declared - 646K shares repurchased ($76.6M) Merger integration expected to create shareholder value (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013723571705520635)  2026-01-20T21:21Z [--] followers, [--] engagements


"Capital: CET1 10.7% Tier [--] Lev 9.5% (well above req). - NPLs 1.28% ($5.3M new defaults) - Allowance $97.1M (post $18.7M Q3 prov) - Liquidity covers 176% uninsured deposits Digital: $18M 'Project Phoenix' done integration Q1 [----] (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013724809075569120)  2026-01-20T21:26Z [--] followers, [--] engagements


"BREAKING: $APA releases Q4 & FY [----] financial estimates. - Avg realized oil: $59.90/bbl (U.S.) / $62.30 (int'l) - Natural gas: $0.15/Mcf (U.S.) / $4.30 (int'l) - Egypt tax barrels: [--] MBoe/d - $20M dry hole costs - $193M net gain on oil/gas sales (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013725168871276789)  2026-01-20T21:27Z [--] followers, [--] engagements


"Operational highlights: - Curtailed [--] MMcf/d gas & [----] bpd NGLs due to weak Waha pricing - $36M reorganization costs (U.S./U.K. lease terminations) - Repurchased 2.7M shares at $24.17 avg - 355M basic shares outstanding Investor call: Feb [--] [----] @ 10am CT (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013725169815048286)  2026-01-20T21:27Z [--] followers, [--] engagements


"BREAKING: $SFNC reports Q4 net income of $78.1M ($0.54 EPS) on $249.0M revenue - Loans +7% to $17.5B deposits +8% to $20.2B - NIM expands 31bps to 3.81% cost of deposits 21bps - [----] outlook: NII growth of 9-11% projected (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013727766798077991)  2026-01-20T21:38Z [--] followers, [--] engagements


"Credit quality improves: - Nonperforming loans ratio 0.64% - ACL coverage at 199% of NPLs Capital remains strong: - CET1 ratio 11.63% - $175M left in buyback program [----] guidance: - Expenses +2-3% - Charge-offs 25bps - Tax rate 20% (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013727767603429631)  2026-01-20T21:38Z [--] followers, [--] engagements


"BREAKING: $SMBK Q4 net income $13.7M ($0.81 EPS) up 43% YoY. FY operating EPS $3.03. - Loan growth: $141M (13% annualized) - Deposits up $102M (8%) - Tangible BVPS: $26.85 (+13% QoQ) (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013736180244701380)  2026-01-20T22:11Z [--] followers, [--] engagements


"Key metrics: - NIM 3.38% (up 13bps QoQ) - Efficiency ratio 64.4% (7th qtr positive leverage) - Credit: ACL 0.94% NPLs 0.22% Assets: $5.86B Deposits: $5.15B Columbus expansion core renewed (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013736181070958742)  2026-01-20T22:11Z [--] followers, [--] engagements


"BREAKING: $WTFC reports record [----] net income of $823.8M ($11.40/share) up 19% YoY. Q4 net income hits $223M ($3.15/share). - Pre-tax pre-provision income: $1.2B - Total assets reach $71.1B loans $53.1B deposits $57.7B (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013737088382837153)  2026-01-20T22:15Z [--] followers, [--] engagements


"Q4 details: - Net interest income: $583.9M (NIM 3.52%) - Credit quality remains strong: NP loans 0.35% NP assets 0.29% - Allowance for credit losses: $460.5M (0.71% of loans) [----] dividend: $2.00/share. 10-year CAGR: 18% net income 12% assets 16% dividends (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013737089192398909)  2026-01-20T22:15Z [--] followers, [--] engagements


"Common ($MAA): $1.5150/share - 99.40% ordinary taxable / Sec 199A - 0.60% L-T capital gain / Sec [---] Preferred ($MAA/PI): $1.0625/share - Same % breakdown as common No unrecaptured Sec [----] gain. Consult tax advisors for specifics. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013737673354027504)  2026-01-20T22:17Z [--] followers, [--] engagements


"Q4 NII $1.537B (+3.3% QoQ) NIM 3.07% (+7bps) - CET1 10.6% TBVPS $38.07 (+4% QoQ) - 80% capital return: $600M buybacks + $0.46 dividend - Private Bank: $14.5B deposits $0.28 EPS contrib - 'Reimagine Bank' targets $450M pre-tax by Q4'28 (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013937549320806877)  2026-01-21T11:31Z [--] followers, [--] engagements


"BREAKING: $TFC reports strong Q4 [----] results with $1.3B net income ($1.00/share) and announces a $10B share buyback program. Capital returns totaled $5.2B for [----]. CEO targets 15% ROTCE by [----]. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013938676305211775)  2026-01-21T11:36Z [--] followers, [--] engagements


"Key details: - Q4 adjusted EPS $0.79 (+88% YoY) - Deposits grow to $12.84B core deposits up $1.26B YoY - Net interest margin improves to 3.11% (from 3.01% in Q3) - Efficiency ratio falls to 52.6% Outlook: Continued revenue growth projected through [----]. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013943064809680962)  2026-01-21T11:53Z [--] followers, [--] engagements


"BREAKING: $ONB reports Q4 net income of $212.6M ($0.55 EPS) and FY2025 net income of $653.1M ($1.79 EPS). Adjusted EPS at $0.62 (Q4) and $2.21 (FY). Strong deposit & loan growth ROATCE 17.8%. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013950004222636287)  2026-01-21T12:21Z [--] followers, [--] engagements


"Net interest income: $588.8M (3.65% margin) Adjusted PPNR up 4% to $349.6M Efficiency ratio improves to 46.0% Loans +$768.8M (6.4% annualized) Credit losses: $32.7M provision Share buybacks: 1.1M shares repurchased (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013950005015466495)  2026-01-21T12:21Z [--] followers, [--] engagements


"BREAKING: Gibraltar Industries $ROCK releases preliminary Q4 & FY2025 results below prior guidance. Q4 sales: $261M-$271M Adj. EPS: $0.72-$0.77 FY sales: $1.128B-$1.138B Adj. EPS: $3.88-$3.93 Prior FY guidance was $1.15B-$1.175B sales and $4.20-$4.30 EPS. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013957796014760279)  2026-01-21T12:52Z [--] followers, [--] engagements


"Despite guidance cut $ROCK enters [----] with: - Backlog +100% - $115M cash Agtech backlog tripled; mail/package solid. Price hikes & cost cuts to aid [----]. Residential gains offset inventory drag; Infrastructure growth. Omnimax acquisition on track Q1 [----]. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013957797067583499)  2026-01-21T12:52Z [--] followers, [--] engagements


"BREAKING: Dana Incorporated ($DAN) announces preliminary [----] results: - Sales: $7.5B - Adj. EBITDA: $600M (8% margin) - Adj. FCF: $315M Returned $704M to shareholders via buybacks ($650M) & dividends ($54M) Capital Markets Day set for March [--] [----] (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013960358797484237)  2026-01-21T13:02Z [--] followers, [--] engagements


"BREAKING: Prologis $PLD reports strong [----] results & issues [----] guidance: - FY Rev: $8.79B - Net Earn: $3.32B - Core FFO: $5.56B - FY EPS: $3.56; Core FFO/sh: $5.81 [----] EPS guide: $3.70-$4.00; Core FFO/sh: $6.00-$6.20 (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013963226354950323)  2026-01-21T13:13Z [--] followers, [--] engagements


"Capital Deployment: - Data center power: 5.7GW - Acquisitions: $517M; Dispositions: $1.89B - Dev starts: $1.02B (Q4); $3.0-4.0B (2026 target) Balance Sheet: - Liquidity: $7.6B - Debt: $35B at 3.2% avg rate - Debt/Mkt Cap: 24.6% (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013963227172909520)  2026-01-21T13:13Z [--] followers, [--] engagements


"BREAKING: $MKSI updates Q4 [----] guidance with revenue expected at $1.03B ($5M) GAAP net income $106M ($3M) and Adj. EBITDA $248M ($2M). Gross margin & Non-GAAP earnings projected above prior midpoints. Also announces major debt refinancing initiative. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2013999343041134774)  2026-01-21T15:37Z [--] followers, [----] engagements


"Q4 2025: Net income $15.6M ($0.85/share). Net interest income up 12.4% YoY to $43.7M NIM 2.82%. Assets: $6.44B Deposits: $5.56B Loan growth: +$126.8M in Q4 Credit quality: Nonperforming loans at 0.39% coverage ratio 252.5% (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014081818799042614)  2026-01-21T21:05Z [--] followers, [--] engagements


"Details: - Truckload revenue ex-fuel: $1.08B - LTL revenue ex-fuel: $298.5M - $52.9M impairment charge - $1.1B liquidity new $575M securitization facility - [----] CapEx guidance: $625M-$675M (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014084765251445083)  2026-01-21T21:16Z [--] followers, [--] engagements


"BREAKING: $KMI reports strong Q4 & full-year [----] results: - Net income $996M in Q4 (+50% EPS YoY) - Dividend raised 2% to $1.17 annualized - [----] outlook: $8.6B Adj EBITDA (+2.5%) $1.36 Adj EPS (+5%) - Credit ratings upgraded to BBB+ by S&P & Fitch (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014085421077065771)  2026-01-21T21:19Z [--] followers, [--] engagements


"Q4 DETAILS: - Adj EBITDA $2.27B (+10% YoY) - FCF $0.9B (+18%) - Net Debt/EBITDA 3.8x - $10B backlog (90% gas) GROWTH: - LNG transport [--] Bcf/d by [----] - 70% data centers in $KMI areas - Western Gateway Pipeline (w/ $PSX) (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014085422071099656)  2026-01-21T21:19Z [--] followers, [--] engagements


"BREAKING: $COST declares $1.30 quarterly dividend payable Feb [--] [----]. Shareholders approved: - Board-nominated directors - KPMG as FY26 auditors - FY25 exec comp advisory vote Rejected: Greenwashing risk audit proposal (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014086498178539665)  2026-01-21T21:23Z [--] followers, [--] engagements


"Key drivers: - Net interest income: $21.1M in Q4 (+20.3% YoY) - Core deposits up $77M YoY - NPAs 0.41% of assets; capital ratios strong (13.99% risk-based) - $0.37/share dividend (40.39% payout) - [--] straight quarters of NIM expansion; ROATCE 14.50% (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014086807760085036)  2026-01-21T21:24Z [--] followers, [--] engagements


"BREAKING: $RLI Q4 & FY [----] results show strong growth - Q4 net: $91.2M ($0.99) vs $40.9M ($0.44) YoY - FY net: $403.3M ($4.37) - UW income: $70.9M (82.6% ratio) - Special div: $2.00 (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014087371973615629)  2026-01-21T21:27Z [--] followers, [--] engagements


"Balance sheet growth: - Assets +16.9% YoY to $15.13B - Loans/leases: $12.39B - Deposits: $13.69B Strategic moves: - Raised $96.3M via preferred stock - $24.1M pre-tax gain from Apiture sale Conference call: Jan [--] 9am ET (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014087703965360229)  2026-01-21T21:28Z [--] followers, [--] engagements


"Key highlights: - Loans HFI: $12.38B (vs $9.60B YoY) - Deposits: $13.91B - Capital ratios: CET1 11.4% / Total RBC 13.2% - Share buybacks: 1.7M shares (3% outstanding) - Credit quality: ACL 1.50% loans net charge-offs 0.05% annualized (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014087789948580271)  2026-01-21T21:28Z [--] followers, [--] engagements


"Europe drives growth: Q4 sales +9% (4% organic + 4% FX) - Lacoste brand hits $108M annual sales US mixed: +4% Q4 but -3% FY ex-Dunhill - Roberto Cavalli & MCM show strong growth New brand Solfrito expands Boucheron partnership extended through [----] (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014088494675542034)  2026-01-21T21:31Z [--] followers, [--] engagements


"Book value/share $33.47 (+16.8% YoY) - Credit quality: NPL ratio 0.49% ACL 1.00% of loans - Operates [--] TX branches; stock now on NYSE & NYSE Texas - Focus: Strategic hires TX market expansion selective acquisitions (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014088599751344533)  2026-01-21T21:31Z [--] followers, [--] engagements


"Details: - Natural gas derivatives: +$29.9M - Natural gas basis derivatives: -$5.3M Preliminary results subject to adjustment. (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014089751805002207)  2026-01-21T21:36Z [--] followers, [--] engagements


"BREAKING: Landstar System Inc. ($LSTR) announces preliminary Q4 [----] results: $1.17B revenue $0.70 EPS and $30M operating income. (1/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014091240325681463)  2026-01-21T21:42Z [--] followers, [--] engagements


"Details: - Cash/short-term investments: $452M - Insurance/claims costs: $56M total - $11.0M (two accidents) - $5.7M (Cabral) - $5.3M (actuarial reserves) - Non-cash impairment: $2.1M (Landstar Metro) (2/2)"  
[X Link](https://x.com/MaerinoResearch/status/2014091241022001467)  2026-01-21T21:42Z [--] followers, [--] engagements

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