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NasdaqGM:IESC
NasdaqGM:IESCConstruction

IES Holdings (IESC) Margin Expansion Challenges Cautious Narratives Ahead Of Q1 2026 Earnings

IES Holdings (IESC) opened fiscal 2026 on the back of a strong finish to 2025, with Q4 revenue of US$897.8 million and basic EPS of US$5.06, supported by quarterly net income of US$100.5 million. The company has seen revenue move from US$775.8 million in Q4 2024 to US$897.8 million in Q4 2025, while quarterly EPS over that span ranged from US$2.71 in Q3 2024 to US$5.06 most recently. This sets up an earnings story in which margins are central to how investors interpret the latest release. See...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed Martin (LMT) Margin Compression To 6.7% Tests Bullish Profitability Narratives

Lockheed Martin (LMT) has wrapped up FY 2025 with fourth quarter revenue of US$20.3b and basic EPS of US$5.82, alongside net income of US$1.3b, putting hard numbers around a year where investors have been closely tracking the balance between growth and profitability. The company has seen quarterly revenue move from US$18.6b in Q4 2024 to US$20.3b in Q4 2025, with basic EPS shifting from US$2.23 to US$5.82 over the same period. This feeds directly into a trailing twelve month EPS of US$21.56...
ENXTAM:CVC
ENXTAM:CVCCapital Markets

Did CVC’s AIG Partnership and Evergreen Secondaries Platform Just Redefine CVC Capital Partners' (ENXTAM:CVC) Insurance Play?

In January 2026, American International Group, Inc. and CVC Capital Partners announced a partnership involving large-scale separately managed accounts across CVC's credit strategies and the launch of a private equity secondaries evergreen platform, with AIG contributing up to US$1.50 billion from its existing private equity portfolio and planning to allocate up to US$2.00 billion to CVC-managed mandates. This collaboration not only helps AIG reshape its legacy private equity exposures but...
NYSE:MGY
NYSE:MGYOil and Gas

Does Magnolia Oil & Gas (MGY) Fifth Dividend Hike Clarify Its Long-Term Capital Return Priorities?

Magnolia Oil & Gas Corporation announced that its Board increased the quarterly cash dividend by 10% to US$0.165 per Class A share and Class B unit, payable on March 2, 2026, to holders of record as of February 10, 2026, implying an annualized dividend of US$0.66. This marks the fifth consecutive year of dividend increases since 2021, underscoring management’s focus on returning cash to investors through a growing regular payout. We’ll now examine how this fifth straight annual dividend...