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MAS P.L.C.: Update following outlook stabilisation

Our credit view of this issuer reflects its strong credit metrics, against its small scale of directly held assets in a relatively small investment market.

 PRESS RELEASE

Skyworks Introduces New Programmable Bulk Acoustic Wave Clocks for 5G,...

Skyworks Introduces New Programmable Bulk Acoustic Wave Clocks for 5G, 6G, and Data Center Applications Breakthrough Timing Solutions Deliver Ultra-Low Jitter for 224G PAM4 SerDes and Class C/D Compliance for IEEE 1588 Synchronization IRVINE, Calif., Nov. 06, 2025 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today announced a new family of ultra-low jitter programmable clocks designed to meet the increasing demands of next-gen connectivity. The SKY63101/02/03 Jit...

 PRESS RELEASE

Parker Reports Fiscal 2026 First Quarter Results

Parker Reports Fiscal 2026 First Quarter Results Organic Sales and Margin Expansion Drive EPS Growth, FY26 Outlook Increased CLEVELAND, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE: PH), the global leader in motion and control technologies, today reported results for the quarter ended September 30, 2025, that included the following highlights (compared with the prior year period): Fiscal 2026 First Quarter Highlights: Sales were a record $5.1 billion; organic sales growth was 5%Net income was $808 million, an increase of 16%, or $927 million adjusted, an increas...

 PRESS RELEASE

Skyworks Reports Q4 and Full Year FY25 Results

Skyworks Reports Q4 and Full Year FY25 Results Delivers Q4 Revenue of $1.10 BillionPosts GAAP Diluted EPS of $0.94 and Non-GAAP Diluted EPS of $1.76Generates Annual Operating Cash Flow of $1.30 Billion and Annual Free Cash Flow of $1.11 Billion IRVINE, Calif., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today reported fourth fiscal quarter and fiscal-year end results for the period ended Oct. 3, 2025. Revenue for the fourth fisca...

Moody's Ratings affirms Skyworks' ratings following the Qorvo bid; out...

Moody's Ratings (Moody's) affirmed Skyworks Solutions, Inc.'s (Skyworks) Ba1 corporate family rating (CFR), Ba1-PD probability of default rating (PDR), Ba1 senior unsecured notes rating, and Ba1 senior unsecured revolving credit facility rating, following Skyworks' announcement that it intends to ac...

 PRESS RELEASE

Skyworks Reports Preliminary Q4 and Full Year FY25 Results

Skyworks Reports Preliminary Q4 and Full Year FY25 Results Delivers Q4 Revenue of $1.10 BillionPosts Q4 GAAP Diluted EPS of $1.07 and Non-GAAP Diluted EPS of $1.76Skyworks and Qorvo Combine to Create a $221 Billion U.S.-Based Leader in High-Performance Radio Frequency (RF), Analog and Mixed-Signal SolutionsFull Fourth Quarter and Full Year 2025 Financial Results to be Announced on November 4, 2025 IRVINE, Calif., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Skyworks, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for num...

 PRESS RELEASE

Skyworks and Qorvo to Combine to Create $22 Billion U.S.-Based Leader ...

Skyworks and Qorvo to Combine to Create $22 Billion U.S.-Based Leader in High-Performance RF, Analog and Mixed-Signal Solutions Companies to host joint conference call and live webcast today at 8:00 a.m. EDT Key Highlights Enhances scale with revenue of $7.7 billion and Adjusted EBITDA of $2.1 billion1Combines complementary product and technology portfolios and world-class engineering capabilities, creating R&D scale to deliver innovative RF solutionsCreates $5.1 billion mobile business positioned to address rising RF complexityEstablishes $2.6 billion diversified Broad Markets platform ...

AbbVie Inc.: Key facts and statistics - H1 June 2025

A summary company profile, detailing AbbVie’s business operations and financial highlights.

 PRESS RELEASE

Parker Declares Quarterly Cash Dividend

Parker Declares Quarterly Cash Dividend CLEVELAND, Oct. 22, 2025 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE: PH), the global leader in motion and control technologies, today announced that its Board of Directors has declared a regular quarterly cash dividend of $1.80 per share of common stock to shareholders of record as of November 7, 2025. The dividend is payable December 5, 2025. This is the company's 302nd consecutive quarterly dividend. Parker has increased its annual dividends per share paid to shareholders for 69 consecutive fiscal years, among the top five longest-runn...

 PRESS RELEASE

Skyworks Sets Date for Fourth Quarter Fiscal 2025 Earnings Release and...

Skyworks Sets Date for Fourth Quarter Fiscal 2025 Earnings Release and Conference Call Nov. 4 at 4:30 p.m. EST IRVINE, Calif., Oct. 21, 2025 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, will host a conference call with analysts to discuss its fourth quarter fiscal 2025 results and business outlook on Nov. 4, 2025, at 4:30 p.m. EST. After the close of the market on Nov. 4, and prior to the conference call, Skyworks will issue a copy of the earnings press releas...

 PRESS RELEASE

Parker to Webcast Annual Meeting of Shareholders on October 22, 2025 a...

Parker to Webcast Annual Meeting of Shareholders on October 22, 2025 at 9:00 a.m. Eastern CLEVELAND, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE: PH), the global leader in motion and control technologies, today announced that it will webcast its Annual Meeting of Shareholders, which is scheduled for Wednesday, October 22, 2025, at 9:00 a.m., Eastern time. The webcast will be accessible on Parker's investor website at  and will be archived on the site for one year. Parker Hannifin is a Fortune 250 global leader in motion and control technologies. For more than a ce...

William Nestuk
  • William Nestuk

PSA Capital Goods / Technology: AI Lifts Automation

PSA’s automation and robotics analyst William Nestuk reviews the performance of automation stocks this year and explains why this month, AI has lit a touchpaper to strong performance by names in the sector.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Downgrading Financials to Underweight We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&P 500 (SPX) is above 6028-6059. We would need to see a break below 6569 in order to have confidence that a consolidation period has finally begun. For now, we continue to expect support to show up at the 4-month uptrend, which generally coincides with the 20-day MA. Short-term supports to buy include 6640 (the 20-day MA),...

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of QUALCOMM Incorporated and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 3 October 2025 in which we reassessed the appropriateness of the ratings in the conte...

Incyte Corp: 1 director

A director at Incyte Corp sold after exercising options/sold 4,100 shares at 85.540USD and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over t...

 PRESS RELEASE

Parker Completes Curtis Instruments Acquisition

Parker Completes Curtis Instruments Acquisition Enhances Electrification Capabilities with Complementary Technologies CLEVELAND, Sept. 18, 2025 (GLOBE NEWSWIRE) -- Parker-Hannifin Corporation (NYSE:PH), the global leader in motion and control technologies, today announced that it has completed its previously announced transaction to acquire Curtis Instruments, Inc. from Rehlko, for approximately $1 billion in cash. Curtis designs and manufactures motor speed controllers, instrumentation, power conversion and input devices that complement Parker’s capabilities in electric and hybrid ve...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 2Q25 – PCs: Weak refresh, slow second half, ARM is a non-event, ...

Today, we are publishing the PCs section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming days we will publish sections on Enterprise IT and Foundry. PC revenue growth remained strong, but broad-based concerns around pull-ins, and a weak Windows 10/AI PC refresh cycle point to a slowe...

Parker Hannifin Corp: 1 director

A director at Parker Hannifin Corp sold 1,500 shares at 750.000USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...

 PRESS RELEASE

Parker Scheduled to Present at the Morgan Stanley Annual Laguna Confer...

Parker Scheduled to Present at the Morgan Stanley Annual Laguna Conference on September 10 at 10:00 a.m. Pacific Time (1:00 p.m. Eastern Time) CLEVELAND, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE: PH), the global leader in motion and control technologies, today announced that it is scheduled to present at the Morgan Stanley Annual Laguna Conference on September 10, 2025 at 10:00 a.m. Pacific time (1:00 p.m. Eastern time). A live webcast of the presentation will be accessible on Parker's investor information website at and will be archived on the site. Parker ...

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