News
Important Only
International Paper Q4 sales beat expectations, to split into two companies
OverviewPackaging solutions provider's Q4 net sales beat analyst expectationsCompany plans to create two independent public companies in North America and EMEAPreliminary Q4 results include significant goodwill impairment chargeOutlookInternational Paper targets 2026 adjusted EBITDA of $3.5-$3.7...Reuters
Thu, Jan 29
Canada's Rogers Communications posts quarterly revenue above estimates
Jan 29 (Reuters) - Rogers Communications RCIb.TO on Thursday reported fourth-quarter revenue above analysts' estimates on Thursday, led by strong growth in its media, sports and telecom business.The wireless service provider reported fourth-quarter revenue of C$6.17 billion ($4.55 billion), comp...Reuters
Thu, Jan 29
L3Harris Q4 adjusted EPS beats estimates
OverviewDefense contractor's Q4 revenue missed analyst expectations, adjusted EPS beat estimatesCompany reported strong organic growth and record orders in 2025Company confident in delivering strong 2026 results due to record backlogOutlookL3Harris projects 2026 revenue between $23 bln and $23.5...Reuters
Thu, Jan 29
Nasdaq quarterly profit rises on higher trading volumes
Jan 29 (Reuters) - Nasdaq's NDAQ.O profit rose in the fourth quarter, the exchange operator said on Thursday, as prolonged market volatility lifted equity and options trading.The company reported an adjusted profit of $554 million, or 96 cents per share, for the three months ended December 31, u...Reuters
Thu, Jan 29
Tractor Supply Q4 sales miss estimates as discretionary demand softens
OverviewRural lifestyle retailer's Q4 net sales rose 3.3% but missed analyst expectationsQ4 diluted EPS was $0.43, in line with previous yearCompany opened 31 new Tractor Supply stores and one new Petsense store in Q4OutlookTractor Supply expects fiscal 2026 net sales growth of 4% to 6%Company p...Reuters
Thu, Jan 29
A O Smith Q4 revenue misses
OverviewWater technology firm's Q4 revenue missed analyst expectationsAdjusted EPS for Q4 beat analyst expectationsCompany closed Leonard Valve acquisition, enhancing water management platformOutlookA. O. Smith projects 2026 sales to rise 2% to 5% from 2025Company expects 2026 EPS between $3.85 ...Reuters
Thu, Jan 29
STMicro upbeat on 2026 visibility, warns restructuring costs will continue to weigh
STMicro forecasts Q1 revenue above expectations amid market recoveryRestructuring costs to recur after $141 million Q4 hitImpact of European manufacturing shake-up to be felt across 2026, CFO Grandi saysBy Nathan Vifflin Jan 29 (Reuters) - STMicroelectronics STMPA.PA forecast first-quarter revenu...Reuters
Thu, Jan 29
Dover Q4 revenue rises 9%, slightly beats estimates
OverviewDiversified manufacturer's Q4 revenue rose 9%, slightly beating analyst expectationsAdjusted EPS from continuing operations increased 14% yr/yrCompany initiated accelerated share repurchase in NovemberOutlookDover expects 2026 GAAP EPS between $8.95 and $9.15Company forecasts 2026 adjust...Reuters
Thu, Jan 29
Marsh's fourth-quarter profit rises on strength in insurance business
Jan 29 (Reuters) - Insurance broker Marsh MRSH.N reported a rise in fourth-quarter profit on Thursday, helped by robust performance in its risk and insurance services business. Individuals and businesses have kept spending on insurance policies in a tough macroeconomic environment to safeguard ag...Reuters
Thu, Jan 29
Comcast sheds more broadband customers as wireless competition mounts
Jan 29 (Reuters) - Comcast CMCSA.O lost more broadband customers than expected in the fourth quarter, as rivals lured away consumers with aggressive offers, piling pressure on the company's mainstay business.Promotional campaigns by high-speed fiber providers and the launch of cheaper fixed-wire...Reuters
Thu, Jan 29
Morning News Call - U.S., January 29
To access a PDF version of this newsletter, please click hereYou can read Morning News Call -- US via TOPNEWS U.S. Companies page.If you would like to receive this newsletter through your email, please register at:https://solutions.lseg.com/MorningNewsCallEN-subscription-pageFor Morning News Call Ca...Reuters
Thu, Jan 29
As violence surges, right-wing populist emerges as frontrunner in Costa Rica’s presidential election
By Alexander Villegas and Alvaro Murillo SAN JOSE, Jan 29 (Reuters) - Costa Ricans head into Sunday’s elections with polls indicating that a right-wing populist is the clear frontrunner, amid a surge of drug trafficking and violence that has eroded the country’s image as a peaceful tourist haven....Reuters
Thu, Jan 29
RPT-BREAKINGVIEWS-Big Tech sets stage for AI-budget murder mystery
By Robert Cyran and Jonathan GuilfordNEW YORK, Jan 28 (Reuters Breakingviews) - A time is coming when investors will gather around the corpse of boundless artificial intelligence spending. Microsoft MSFT.O and Meta Platforms META.O kept the players guessing on Thursday when they unveiled another $5...Reuters
Thu, Jan 29
Blackstone beats estimates on strong dealmaking activity
By Isla Binnie Jan 29 (Reuters) - Blackstone BX.N, the world's largest alternative asset manager, beat Wall Street expectations for fourth-quarter profit on Thursday, as it cashed in on heightened dealmaking activity and saw growth in its data center business.Financial investors and corporati...Reuters
Thu, Jan 29
GCT Semiconductor Announces Licensing Agreement with Leading Satellite Communications Provider to Accelerate Global 5G Connectivity
Jan 29 (Reuters) - GCT Semiconductor Holding Inc GCTS.N:GCT SEMICONDUCTOR ANNOUNCES LICENSING AGREEMENT WITH LEADING SATELLITE COMMUNICATIONS PROVIDER TO ACCELERATE GLOBAL 5G CONNECTIVITYGCT SEMICONDUCTOR HOLDING INC - SHIPMENTS OF 5G PRODUCTS EXPECTED TO BEGIN SECOND HALF OF YEARReuters
Thu, Jan 29
Darling Ingredients reports Q4 results for DGD joint venture
OverviewDarling Ingredients' Q4 net income for Diamond Green Diesel (DGD) JV was $55 mlnCompany's share of DGD adjusted EBITDA was $58 mln for Q4OutlookCompany anticipates ending the year with solid improvement over prior outlookResult DriversINVENTORY ADJUSTMENTS - DGD faced a $24 mln unfav...Reuters
Thu, Jan 29
1-800-Flowers Q2 revenue slightly beats estimates, lowers guidance for H2
OverviewE-commerce provider's fiscal Q2 revenue slightly beat analyst expectations despite a 9.5% declineAdjusted net income for Q2 beat analyst expectationsAdjusted EBITDA for Q2 beat analyst estimatesOutlookCompany expects second-half fiscal 2026 revenue to decline in low double-digit rangeCom...Reuters
Thu, Jan 29
Canada's Real Matters Q1 revenue up 14%, beats estimates
OverviewCanada's Real Matters fiscal Q1 revenue rose 14% yr/yr, beating analyst expectationsAdjusted EPS for fiscal Q1 missed analyst expectationsCompany launched eight new clients, including two top-100 lendersOutlookCompany sees substantial opportunity in U.S. mortgage refinance market due to ...Reuters
Thu, Jan 29
