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NYSE:CTVA
NYSE:CTVAChemicals

Corteva (CTVA) Margin Improvement Reinforces Bullish Earnings Narrative Despite Slower Revenue Growth

Corteva (CTVA) has wrapped up FY 2025 with Q4 revenue of US$3.9b and a basic EPS loss of US$0.80, while the trailing twelve month line shows revenue of US$17.4b and basic EPS of US$1.75, alongside earnings growth of 40.2% over the last year. Over recent periods, revenue has sat in a US$2.6b to US$6.5b quarterly range with EPS swinging between quarterly profits and losses, while on a trailing basis earnings are forecast to grow about 20.7% per year. With a trailing net margin of 6.9% versus 5%...
SWX:GALD
SWX:GALDPharmaceuticals

Is FDA’s RelabotulinumtoxinA Filing Progress Altering The Investment Case For Galderma Group (SWX:GALD)?

Galderma recently announced that the U.S. FDA has accepted its resubmitted Biologics License Application for RelabotulinumtoxinA, a neuromodulator for treating moderate-to-severe frown lines and crow’s feet in adults, following manufacturing process adjustments and backed by large phase III trial data. This milestone builds on Relfydess’s approvals in more than 20 markets and highlights Galderma’s efforts to broaden its injectable aesthetics franchise worldwide. We’ll now examine how the...
TSE:8411
TSE:8411Banks

Mizuho Financial Group (TSE:8411) Is Up 9.7% After Extending Buybacks And Confirming Profit Guidance – Has The Bull Case Changed?

Mizuho Financial Group recently reported past nine‑month results showing higher net interest income and profit attributable to owners, confirmed full‑year profit guidance of ¥1,130,000 million (earnings per share of ¥454.39), and extended its share buyback plan to March 31, 2026. The group also filed a very large ¥3.00 trillion shelf registration for unsecured bonds, underscoring its capacity to access funding markets while continuing to emphasize shareholder returns through a planned...
NasdaqGS:DSGR
NasdaqGS:DSGRTrade Distributors

Is It Time To Reassess Distribution Solutions Group (DSGR) After Mixed Share Price Performance?

If you are wondering whether Distribution Solutions Group at around US$29.67 offers good value today, you are not alone. This article is here to break that question down in plain terms. The share price has moved 5.9% over the last week and 1.6% over the last month, while the year to date return sits at 5.8% and the 1 year return at a 6.3% decline, with a 30.2% gain over 3 years providing longer term context. Recent company updates and corporate developments have kept Distribution Solutions...
NasdaqGS:INNV
NasdaqGS:INNVHealthcare

InnovAge Holding (INNV) Profitability Return Challenges Bear Narratives On Sustainability

InnovAge Holding (INNV) has reported Q2 2026 results with revenue of US$239.7 million and basic EPS of US$0.08, alongside net income of US$10.6 million. Its trailing 12 month figures show revenue of US$915.4 million and basic EPS of US$0.05 on net income of US$6.5 million. The company’s quarterly revenue moved from US$209.0 million in Q2 2025 to US$239.7 million in Q2 2026, with basic EPS shifting from a loss of US$0.10 per share to a profit of US$0.08. This places improving margins and the...
NYSE:DVA
NYSE:DVAHealthcare

DaVita (DVA) Margin Compression To 5.3% Challenges Bullish Valuation Narratives

DaVita (DVA) has just wrapped up FY 2025 with Q4 revenue of US$3.6b and basic EPS of US$3.00, supported by Q4 net income from continuing operations of about US$209 million and an additional US$25 million from discontinued operations. Over the past six quarters, the company has seen quarterly revenue move from US$3.3b in Q4 2024 to US$3.6b in Q4 2025, while basic EPS across that period ranged between roughly US$2.05 and US$3.18. This sets up a set of results where the key question for...
XTRA:BMW
XTRA:BMWAuto

BMW’s New Long-Term ZF Transmission Deal Could Be A Game Changer For Bayerische Motoren Werke (XTRA:BMW)

BMW Group has signed a multibillion-euro long-term agreement with ZF Friedrichshafen AG to supply and further develop 8-speed automatic transmissions for its passenger cars, with the contract running until the late 2030s to support future drive concepts and lower-emission mobility. Alongside this, BMW has reshaped its global sales leadership, most recently appointing new regional heads for China, Germany and Latin America, which, together with the secured transmission supply, underlines how...