Unit Corporation (UNTC)
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Life Time Group: Premium Unit Economics Lead Attractive Growth Runway (Rating Upgrade)
Life Time Group Holdings, Inc. has shown incredible business momentum, continuing in Q1. Life Time's increasingly premium brand has caused significant growth. LTH's new unit economics are increasingly attractive based on an improved brand and asset-light leased growth. The company's growth ambition remains good. Based on updated DCF model assumptions, I now estimate LTH to have 46% upside to $41.6.
Bayer Q1 Earnings Beat Estimates, Crop Science Unit Hurts Sales
BAYRY's first-quarter earnings beat expectations. Revenues miss estimates, mainly due to lower sales of its products in the Crop Science division.
DHL Unit Acquires IDS Fulfillment, Eyeing Smaller E-Commerce Customers
The deal was in place before President Trump's new tariffs, but might bring opportunities as companies wrestle with higher costs.
Tenet Beats Q1 Earnings on Strong Ambulatory Unit, Ups '25 EPS View
THC's first-quarter results benefit on the back of higher net revenue per case and the expansion of service lines within the Ambulatory Care unit. It currently expects 2025 adjusted EPS within $11.99-$13.12.
Will Strong Market Making Unit Aid Virtu Financial's Q1 Earnings?
VIRT's Q1 results are expected to gain on higher trading income in the Market Making and Execution Services segments.
L'Oreal Sales Rise After Boost From Luxe Unit
L'Oréal Chief Executive Nicolas Hieronimus said he is optimistic on the outlook for the global beauty market despite economic and geopolitical tensions.
Can Marsh & McLennan Beat Q1 Earnings on Consulting Unit Strength?
MMC's first-quarter results are likely to benefit from higher Marsh and Guy Carpenter revenues.
Lockheed's Unit Secures a Contract to Support the AEGIS Combat System
LMT's unit, Rotary and Mission Systems, secures a contract to supply electronic equipment fluid cooler and support equipment for the AEGIS combat system.
Equinor Forms New Power Unit to Support AI, Data Center Growth
EQNR is combining its renewable, gas, and storage assets into a new power business to support grid stability amid growing energy needs.
Unit Corporation: Steady Execution Amidst Volatility
Unit Corporation has outperformed SandRidge Energy and the Energy Select SPDR ETF since my last coverage. Major developments include a $50m asset sale in December 2023 and significant capital returned to shareholders. Gas price hedges for 2025 and 2026 provide revenue growth potential, despite recent oil price drops impacting earnings.
Lockheed's Unit Secures Contract to Aid US Navy and Australia
LMT's unit, Rotary and Mission Systems, secures a contract to support AEGIS modernization, DDG-51 new construction and the allied navy's new production requirements.
BASF Unit Launches First Reduced Carbon Footprint Product
BASFY reduces PCF by 10-15% in its newly launched rPCF aroma ingredients portfolio.
