SBA's per-share target rises as U.S. tower rents fall
SBA's annual AFFO forecast barely changes, but its per-share midpoint rises. We compare the share counts, lower spending assumptions and U.S. tower results.
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Page 5. Company news, earnings coverage and financial analysis.
Healthpeak's lab occupancy gains leave out two new buildings
Healthpeak's reported lab occupancy excludes its newest buildings. Our comparison explains the wider figure, the leasing recovery and which purchases have actually closed.
Upwork is earning more from a smaller marketplace
Upwork's profit rose as its marketplace shrank. Our comparison shows how much of its cost reduction replaced lost gross profit, alongside the completed WorkMotion deal.
Palantir's Q3 sales beat explains 40% of its annual forecast increase
Palantir's Q3 sales beat explains about 40% of its higher annual forecast. We compare what remains for Q4 as U.S. commercial sales overtake U.S. government sales.
Harmonic's sales surge reaches beyond its two key customers
Harmonic beat its Q3 sales forecast as customers beyond two key accounts supplied all net sequential growth. We compare the customer shift, new orders and higher outlook.
Alamo buys another truck maker as industrial sales slip
Alamo bought Econ after a quarter of falling industrial sales. Our comparison shows how vegetation equipment cushioned the profit decline, and where the pressure remains.
Tennant's robotics revenue jumps 71%. What holds back margins?
Tennant's robotics revenue jumped 71% in Q3. We separate the tariff-refund benefit from the margin recovery and compare the unchanged annual profit target.
IIPR's adjusted earnings now top its dividend. What changed?
IIPR's AFFO per share moved above its unchanged dividend in Q3. We examine the smaller share count, tenant deposits and income from life-science investments.
Ichor beat its earnings forecast. Why did cash fall $43 million?
Ichor's Q3 earnings exceeded its own forecast while cash fell $43 million. We compare the profit improvement, inventory build and earlier share sale.
Atlas's two power projects target late 2027. Why a 180-day loan?
Atlas's Q3 equipment spending outpaced operating cash by $161 million. An October bridge supports two power projects while long-term contracts remain in progress.
Roku's ads drove 92% of gross profit growth. Why so much?
Roku's advertising and subscriptions grew at similar rates in Q3. A segment comparison shows why ads supplied almost all the increase in total gross profit.
Cabot's rubber materials business sold more but earned 27% less
Cabot's Reinforcement Materials volumes rose 5% in fiscal Q4 while segment profit fell. We compare the specialty recovery, earlier targets and 2027 outlook.
Sabra's rent revenue rose $18 million. One payment drove over half.
A deferred rent receipt supplied about 57% of Sabra's Q3 rental revenue increase. We compare AFFO, normalized earnings and the changed annual outlook.
Viper's higher base dividend comes with a smaller check
Viper's first dividend under its August policy is below the prior total payout. We compare the declarations, new royalty purchases and higher borrowing.
Spire wants higher rates. What happens when customers use less gas?
Spire Missouri seeks about $171 million of net new annual revenue after nearly $808 million of investment since its last rate case. We examine the proposal.
Why UGI's new 2030 credit deal still turns on its 2028 notes
UGI extended its main credit arrangements to 2030. We compare the changed 2028 debt test and the shorter secured facility for note conversions.
Valaris's rigs recover, but equipment spending tops operating cash by $54 million
Valaris delivered promised drillship starts and improved sequential results. Our calculation shows cash from operations still trailing capital spending by $54 million.
BWXT lifts its 2027 profit outlook. What is holding back cash?
BWXT raised its preliminary 2027 earnings outlook, while cash growth is expected to remain modest. We trace working capital, spending and the medical sale.