Reliance's AMI Metals won US government contracts to supply steel for Southwest border work and process aluminum for Lockheed Martin defense programs.
WTRG's Aqua Pennsylvania acquires Greenville Municipal Water Authority for $18M, adds 2,900+ customers and plans $10M in system upgrades.
AXON's Connected Devices sales surge as TASER 10, Axon Body 4 and counter-drone solutions drove strong demand across law enforcement markets.
CMG plans 350 new restaurants in 2026, leaning on Chipotlanes and steady expansion to offset flat comps and fuel systemwide sales growth.
BROS maps a 7,000-shop path as record AUVs, rising operator capacity and a standout urban test support its long-term unit growth strategy.
Johnson Matthey cut the price of the catalysts technologies unit that it is selling to Honeywell International by more than a quarter and extended the deadline for the closure of the deal.
GE Aerospace GE is benefiting from solid momentum in its Defense & Propulsion Technologies segment. Growing popularity for the company's propulsion & additive technologies, critical aircraft systems and aftermarket services in the defense sector is driving the segment's performance.
NVDA's booming data center unit, fueled by AI demand and Blackwell shipments, may power the company to achieve its $65B Q4 revenue target.
Medtronic's Q3 outlook hinges on strong Cardiovascular momentum, with revenues projected to be up 7.3% year over year despite softer EPS.
GE's Commercial Engines & Services unit surges with strong revenue growth, record orders and major widebody engine wins.
Unit Corporation did not pay a special dividend in 2025, and thus I am projecting its year-end 2025 cash position at $180 million. I am modeling UNTC's 2026 dividend coverage at 0.7x, with a projection of $13 million in cash burn after dividends in 2026. Unit appears capable of sustaining its current $1.25 quarterly dividend for a long time with the help of its cash position.
MRSH tops Q4 earnings and revenue estimates as strong growth in Risk and Insurance Services and Consulting drives results, despite higher costs.