消息

Financially, Post reported Q2 CY2026 revenue of $2.04 billion, up 4.7% YoY but 1.3% below analyst estimates. Adjusted EBITDA for the quarter reached $395 million, a 14% increase from the prior year, and EPS came in at $1.94, beating consensus by 18.29%. Net income was $81.9 million. For the twelve months ended March 31, 2026, the company recorded n...

全文

Post Holdings announced that Robert Vitale will step down as president and CEO on October 1, 2026, and become Executive Chairman, while Nicolas Catoggio will succeed him as President and CEO. Catoggio, who has served as COO since January 2026 and previously led Post Consumer Brands, is expected to continue the company’s strategy of acquiring cash‑g...

全文

Management cautioned that Q2 sales would be impacted by lower shipments in the Middle East due to ongoing conflict, but expected sales and margins to recover in the second half of 2026 once the Strait of Hormuz reopens. Despite regional downturns, Tenaris remains optimistic about demand for its products in North America, South America, and Asia Pac...

全文

Segment performance showed the Tubes division increasing sales volumes by 3 % sequentially and 6 % year‑over‑year. North America drove a +18.5 % year‑over‑year sales growth; Asia Pacific, Middle East & Africa fell 6.4 % YoY; South America dropped 3.8 % YoY. The Others segment registered a 9 % sequential rise in net sales and 8 % year‑over‑year grow...

全文

For the quarter ended 31 March 2026, Tenaris reported net sales of $3.10 billion, a 6 % year‑over‑year increase and 4 % sequential rise, beating the Zacks consensus estimate of $2.99 billion by $110 million. Operating income grew 5 % sequentially and 6 % year‑over‑year, while net income surged 22 % compared with the prior quarter and 9 % year‑over‑...

全文

Tenaris S.A. announced the immediate appointment of Gabriel Podskubka as chief executive officer, succeeding Paolo Rocca, who will remain chairman of the board. Podskubka has served as COO since 2023 and joined Tenaris in 1995, overseeing sales, marketing, supply‑chain, production, and product development. The transition is described as seamless an...

全文

Flutter’s strategic emphasis remains on expanding its U.S. sportsbook and iGaming footprint, while financial guidance reflects a more conservative outlook. The leadership reshuffle, coupled with a reassessment of its London listing and a tightened analyst sentiment, underscores the company’s intent to navigate a challenging macro‑environment while...

全文

On the analyst front, Truist reduced its price target to $130 from $140 while maintaining a buy rating, signalling a cautious stance despite the firm’s broader overweight classification and mean price target of $165.14 reported by FactSet. This adjustment aligns with the broader market sentiment that the company’s profitability pressures and potent...

全文

Market reaction has been negative. Shares fell 4 % in the most recent session and have lost nearly 60 % of their value year‑to‑date, trailing the S&P 500. Zacks lists the stock as a #5 (Strong Sell), and sell‑side analysts trimmed price targets to $125 from $127. A DCF analysis from Simply Wall St values the shares at $261.52, implying about 60 % u...

全文

Full‑year 2026 guidance was revised downward. The midpoint forecast now expects group revenue of $18.305 billion and adjusted EBITDA of $2.865 billion, down from earlier targets. Analysts project revenue growth to decelerate to 8 % over the next 12 months. The company plans to return $250 million to shareholders via share repurchases, maintains a s...

全文