ニュース

Brett Cope: Thank you, Ryan, and good morning, everyone. Thank you for joining us today to review Powell's fiscal 2025 fourth quarter and full year results. Compared to the fourth quarter of last year, we achieved gross profit dollar growth of 16%, revenue growth of 8% and the generation of $61 million in operating cash flow.

Brett Cope: Thank you, Ryan. Thank you for joining us today to review Powell's fiscal 2026 1st quarter results. As our first quarter results continue to demonstrate Powell's unique and advantaged position against a backdrop of what are secular and increasingly durable growth trends, the growing and broad investment in power generation and grid modernization to support data center and AI capacity growth, domestic manufacturing, electrification and the nationally important export of energy resources like LNG, are validating our now nearly decade-long strategic effort to transform Powell into a more diversified manufacturer of electrical distribution products and systems.

Options show strong upside positioning ahead

On resource procurement, we recently received proposals in response to the all-source RFP issued later last year, which targeted new resources beginning service between 2029 and 2031. In summary, we are executing our plan, delivering operational excellence to our customers, investing in grid expansion to serve Arizona’s rapid growth, and improving investment recovery to reduce regulatory lag while ensuring affordability for customers.

Pinnacle West Capital (NYSE:PNW) opened 2026 with first-quarter results that management said were in line with the financial guidance issued in February, supported by higher transmission revenue, weather-driven demand, and continued customer growth in Arizona. Management points to Arizona growth an

Paramount Skydance is scheduled to report first-quarter results after Monday’s close, its first report since winning the bidding war for Warner Bros. Discovery.

First, I would like to welcome Mike Fitzgerald, our CFO, to the call. Mike has been with BWXT since 2022 and previously held the roles of Chief Accounting Officer, Head of Finance and CFO of Government Operations. Second quarter financial results exceeded our expectations, driven by strong execution and pacing of work in Government Operations.

Space IPO plays Firefly Aerospace and Voyager Technologies report late Monday. Rocket Lab reports Thursday.

IBRX's Q1 outlook rides on Anktiva's surging uptake, with preliminary revenues showing triple-digit growth ahead of its earnings report later this month.

In addition to this commercialization focus, research and clinical progress remain paramount. Before I cover R&D highlights for the quarter, I would like to acknowledge our CSO, David Altshuler's retirement a year from now and the planned CSO transition to Mark Bunnage, our current SVP and Global Head of Research.

HSBC Downgrade Puts Advanced Micro Devices Rally Under Pressure

Walmart's (WMT) second P&L has driven a significant upward revaluation of its share price, though UB

Moby summary of Hess Midstream LP's Q1 2026 earnings call

AXT (AXTI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Bullish crossovers of the 80-day trendline typically yield positive returns for DDOG

Hess Midstream Partners (NYSE:HESM) reported first-quarter 2026 results that management said met expectations despite severe winter weather early in the period, while also outlining a lower 2026 capital spending plan and higher adjusted free cash flow outlook. First-quarter operational performance

CRUS gears up for Q4 FY26 earnings with rising revenue and EPS estimates, driven by strong demand in mobile, PCs and growing mixed-signal momentum.

Altria (NYSE:MO) has staged one of the most surprising rebounds in the consumer defensive sector. After bottoming near $58.19 in November 2025, the stock has ripped back to $72.65, posting a 28.09% year-to-date gain. After a strong Q1 2026 print and reaffirmed guidance, the question is whether the run has more room. Our 24/7 Wall ... Strong Q1 Earnings Lift Altria Stock but Limited Upside Ahead

CLB's Q1 earnings meet estimates but fall Y/Y as a revenue miss and Middle East disruptions weigh on both key segments.

HSBC downgrades Advanced Micro Devices stock to Hold from Buy in a research note ahead of the company’s earnings report Tuesday.

Alphabet (NASDAQ: GOOGL) trades at $344.40, while Wall Street’s consensus price target sits at $377.29, implying the stock has roughly 9.5% upside. Alphabet owns Google Search, YouTube, Google Cloud, Waymo, and the Gemini AI platform. The stock remains a focal point as AI and cloud growth accelerate at scale, while management commits unprecedented capital to infrastructure ... Analysts See 10% Upside for Alphabet Following Q1 Earnings

Cathie Wood sold a lot of AMD stock last week as it hit highs ahead of the chipmaker's earnings. AMD is still ARK Invest's No. 2 position.

Wireless chips maker Skyworks Solutions (NASDAQ: SWKS) will be announcing earnings results this Tuesday after market close. Here’s what you need to know.

Lockheed’s earnings miss sent the stock to fresh lows, but with guidance intact and the stock deeply oversold, the setup is starting to look attractive.

Favorable commodity prices could set up earnings beats for APA, AROC and DVN as the energy season reaches the midpoint.

WISeKey International (NASDAQ:WKEY) reported audited full-year 2025 revenue of CHF 19.3 million, up 62% from CHF 11.9 million in 2024, as the company highlighted progress in shifting from legacy security products toward post-quantum semiconductor platforms and a more integrated “convergence” strateg

AI operator and military contractor Palantir Technologies (PLTR) is set to report first quarter earnings results after the bell on Monday. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer look at Wall Street's expectations for the AI company, while also examining Palantir's release of a new chore coat.