公司业绩 - 公司受益于建筑材料部门的强劲表现，主要由屋顶翻新产品的高需求推动[1] - 公司预计2024年收入将比去年同期增长10%[1] - 公司在2024年第三季度，天气防护技术部门的内生收入同比下降4%[7] 收购活动 - 公司专注于通过收购业务来获取新客户、地区和产品线[2] - 公司在2024年10月达成协议收购Plasti-Fab，预计将扩大其建筑外壳产品组合，并加强其在北美聚苯乙烯保温市场的地位[2] - 公司在2024年5月从GreyLion Partners收购了MTL Holdings，通过MTL的预制边缘金属产品组合，公司扩大了客户服务范围并增强了其建筑金属业务[3] - 公司在2023年11月收购了Polar Industries，扩大了其聚苯乙烯和石墨聚苯乙烯产品组合，从而增强了其天气防护技术部门[3] - 收购活动在2024年前九个月对净销售额增长产生了2%的积极影响[3] 股东回报 - 公司致力于通过股息支付和股票回购来回报股东[4] - 公司在2024年前九个月向股东支付了1.274亿美元的股息，并回购了价值11.7亿美元的股票[4] - 公司在2024年8月将季度股息率提高了18%[4] 股价表现 - 在过去六个月中，公司股价上涨了10.4%，而行业整体下跌了8.2%[7] 成本和债务 - 公司面临不断上升的运营成本和费用，2024年前九个月的销售和管理费用以及销售成本分别同比增长17.2%和6.8%[8] - 公司在第三季度末的长期债务和当前到期债务总额为23亿美元，而现金及现金等价物为15亿美元，债务水平较高[8]

The Zacks Communication - Components industry appears well poised to benefit from healthy demand trends and an increasing user propensity to stay abreast of the latest digital innovations. However, price volatility due to elevated customer inventory levels, high capital expenditures for infrastructure upgrades, margin erosion, geopolitical conflicts and raging wars have dented the industry’s profitability.Nevertheless, Arista Networks, Inc. (ANET) , Corning Incorporated (GLW) and Harmonic Inc. (HLIT) are li ...

文章核心观点 - Applied Therapeutics (APLT) 收到美国食品药品监督管理局 (FDA) 的完整回应信 (CRL)，拒绝批准其主要候选药物 govorestat 用于治疗经典半乳糖血症的新药申请 (NDA) 由于临床研究结果中的缺陷 [1] - 公司股价在盘后交易中暴跌 77.3% [2] 公司回应 - 公司正在评估 FDA 的反馈，并计划尽快请求会议讨论 NDA 重新提交或上诉的可能性以及下一步行动 [2] 药物信息 - govorestat (AT-007) 是一种新型中枢神经系统渗透性ARI，目前正在开发用于三种罕见的神经系统疾病 [3] - 该药物在欧盟和美国分别获得了孤儿药指定和快速通道指定，用于治疗半乳糖血症、SORD 缺乏症和 PMM2-CDG [10] - 该药物在欧盟的监管审查正在进行中，预计 2025 年第一季度初会有决定 [7] 临床试验结果 - 临床研究结果显示，govorestat 在治疗后迅速且持续降低半乳糖醇，对儿科患者产生有意义的临床益处，并具有良好的安全性 [5] - 在 ACTION-Galactosemia Kids 研究中，govorestat 改善了 2-17 岁半乳糖血症儿童的日常活动、行为、认知、精细运动技能和震颤，并显著降低了成人和儿童的半乳糖醇水平 [5] - 其他研究提供了 185 名经典半乳糖血症患者三年内的强效和安全性数据 [5] 市场潜力 - 美国约有 3,300 名半乳糖血症患者，每年新增 80-100 名，欧盟约有 4,400 名患者，每年新增 120 名 [6] 其他项目 - 公司正在评估 govorestat 用于治疗 SORD 缺乏症和 PMM2-CDG [8] - 公司计划在 2025 年第一季度初向 FDA 提交用于治疗 SORD 的 NDA [9] - 公司还有另外两个候选药物 AT-001 和 AT-003，分别用于治疗糖尿病性心肌病和糖尿病性视网膜病变 [11] 股价表现 - 年初至今，Applied Therapeutics 的股价飙升了 155.8%，而行业整体下跌了 7.8% [4]

Workday, Inc. (WDAY) recorded strong Subscription revenues in the recently released third-quarter fiscal 2025 results. This portrayed the strength of its existing customer relationships across industries and the growing clout of its artificial intelligence (AI) innovations as more organizations are consolidating on the Workday platform.Subscription services revenues totaled $1.96 billion, up from $1.69 billion in the year-ago quarter. At the fiscal third-quarter end, the 12-month subscription revenue backlo ...

文章核心观点 - 文章报道了Schall Law Firm对Celsius Holdings, Inc.提起的集体诉讼,指控该公司违反了美国证券交易法,通过虚假和误导性陈述欺骗投资者 [1][5] 诉讼相关信息 - 投资者如果在2024年2月29日至2024年9月4日期间购买了Celsius Holdings的股票,鼓励在2025年1月21日前联系Schall Law Firm [2] - 投资者可以通过点击链接参与诉讼,也可以通过电话、网站或电子邮件联系Schall Law Firm [3] - 该案件尚未获得认证,在认证之前,投资者不会由律师代表,如果选择不采取行动,可以作为缺席的集体成员 [4] 指控内容 - Celsius Holdings向市场做出了虚假和误导性的陈述,夸大了其业务前景 [5] - 公司人为地抬高了其普通股的股价,允许某些高管、董事和内部人士以人为抬高的价格出售股票,从而获得巨额收益 [5] - 基于这些事实,公司在整个集体诉讼期间发布的公开声明都是虚假和实质性误导的,当市场了解到Celsius的真相时,投资者遭受了损失 [5] 公司和律所信息 - Schall Law Firm代表全球投资者,专注于证券集体诉讼和股东权利诉讼 [6] - 联系信息:Schall Law Firm, Brian Schall, Esq., www.schallfirm.com, 电话:310-301-3335, 邮箱:info@schallfirm.com [7]

Four Corners Property Trust (FCPT) has announced the purchase of five Outback Steakhouse properties for $19.7 million, continuing its spree of strategic acquisitions. This move strengthens FCPT's portfolio and provides a steady income stream, benefiting the business and stockholders.Located in strong retail corridors across Texas, Florida and Missouri, the properties are operated under long-term net leases. Priced at a cap rate in range with prior FCPT transactions, the properties add a reliable stream of i ...

I believe true value is from growth, not cigar butts. Time is investors' best friend.  Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for.  Durability is a great multiplier of value (I don't buy a cy ...

OTTAWA, Ontario, Nov. 28, 2024 (GLOBE NEWSWIRE) -- The Canada Ombudsperson for Responsible Enterprise (CORE) has terminated its review of a human rights complaint against Ralph Lauren Canada LP (Ralph Lauren Canada). Published today, the final report details the alternative dispute resolution process that led to an agreement between the parties. This report comes after the initial assessment report, published in August 2023, which announced the launch of independent fact-finding into the company’s supply re ...

Barnes Group Inc. (B) has failed to impress investors with its recent operational performance due to persistent weakness in the Industrial segment. Also, given the company’s extensive international presence, foreign currency headwind is an added uncertainty.Headquartered in Bristol, CT, Barnes is a global diversified manufacturer and supplier of highly engineered products, innovative solutions and differentiated industrial technologies. It boasts a diverse range of market-leading brands like Seeger Orbis an ...

Roku (ROKU) shares tumbled 11.4% following its third-quarter 2024 earnings release, despite posting better-than-expected results. The streaming platform reported a loss of 6 cents per share, narrower than the Zacks Consensus Estimate of a loss of 35 cents, while revenues grew 16.47% year over year to $1.062 billion, surpassing estimates. This marked Roku's first quarter exceeding $1 billion in total net revenues, with Platform revenues rising 15% year over year.Share Price MovementImage Source: Zacks Invest ...