Spectrum Brands Holdings, Inc. (SPB) Q4 2025 Earnings Call Transcript — Neutral

SPB   Seeking Alpha — November 13, 2025

Spectrum Brands Holdings, Inc. ( SPB ) Q4 2025 Earnings Call November 13, 2025 9:00 AM EST Company Participants Jennifer Schultz David Maura - Executive Chairman & CEO Faisal Qadir - Executive VP & CFO Conference Call Participants Christopher Carey - Wells Fargo Securities, LLC, Research Division Bob Labick - CJS Securities, Inc. Ian Zaffino - Oppenheimer & Co. Inc., Research Division Stephen Robert Powers - Deutsche Bank AG, Research Division Presentation Operator Good day. Thank you for standing by.

image for news Spectrum Brands Holdings, Inc. (SPB) Q4 2025 Earnings Call Transcript

Can SE's Rapidly Expanding DFS Unit Sustain Its Revenue Strength? — Positive

SE   Zacks Investment Research — November 13, 2025

SE Limited's DFS unit posts 60% revenue growth as its loan book nears $8B, fueled by strong demand, rising adoption and broader product expansion.

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BILL Holdings, Inc. shows improved governance and strategic options, but fundamentals remain challenged with slowing growth and pressured margins. Core revenue growth held steady at 14% year-over-year, but net dollar retention and take rates have not reached bullish thresholds. High stock-based compensation continues to inflate free cash flow, raising concerns about true shareholder returns and valuation sustainability for BILL.

image for news BILL Holdings: Sale Rumors, Activist Pressure, And Why I'm Only Upgrading To Hold

AT&T Expands Portfolio for Small Business: Will it Drive Growth? — Positive

T   Zacks Investment Research — November 13, 2025

T expands its small-business portfolio with 5G, fiber and new tools, aiming to tap rising demand for faster, more reliable connectivity.

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Will CoreWeave's Heavy Debt Load Disrupt Its Growth Momentum? — Positive

CRWV   Zacks Investment Research — November 13, 2025

CRWV's soaring revenue and rapid AI datacenter expansion contrast with mounting debt and surging interest costs, testing its growth momentum.

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U.S. Crude Oil Stockpiles Rise as Production Hits Record — Neutral

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   WSJ — November 13, 2025

Crude oil inventories increased last week by 6.4 million, exceeding expectations, as U.S. production hit a record high and exports fell.

image for news U.S. Crude Oil Stockpiles Rise as Production Hits Record

West Marine Appoints Paulee Day as Chief Executive Officer — Neutral

HZO   Newsfile Corp — November 13, 2025

Fort Lauderdale, Florida--(Newsfile Corp. - November 13, 2025) - West Marine (the "Company"), America's leading marine omnichannel retailer, announces the appointment of Paulee Day as the company's Chief Executive Officer. Day, who has served as West Marine's Chief Operating Officer and Corporate Secretary since February 2025, commences her new position immediately.

image for news West Marine Appoints Paulee Day as Chief Executive Officer

IDEX Corporation Declares Regular Quarterly Cash Dividend — Neutral

IEX   Business Wire — November 13, 2025

NORTHBROOK, Ill.--(BUSINESS WIRE)--IDEX Corp. announced a regular quarterly cash dividend of $0.71 per common share, paid Jan. 30, 2026 to shareholders of record as of Jan. 16, 2026.

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Suh: DIS Streaming Momentum Strong, Live TV & IPs Offer Wide Growth Runway — Positive

DIS   Schwab Network — November 13, 2025

Walt Disney (DIS) sold off to six-month lows following its earnings, but Kenneth Suh sees strong momentum when it comes to its streaming platform. He sees Disney emphasizing live TV as the main catalyst, though he points to the company's treasure chest of IPs adding to avenues of profitability.

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RTX Corporation ( RTX ) Baird 55th Annual Global Industrial Conference November 13, 2025 9:30 AM EST Company Participants Neil Mitchill - Executive VP & CFO Conference Call Participants Peter Arment - Robert W. Baird & Co. Incorporated, Research Division Presentation Peter Arment Robert W.

image for news RTX Corporation (RTX) Presents at Baird 55th Annual Global Industrial Conference Transcript

Ionis Pharmaceuticals, Inc. ( IONS ) Stifel 2025 Healthcare Conference November 13, 2025 8:00 AM EST Company Participants Kyle Jenne - Executive VP & Chief Global Product Strategy Officer Elizabeth L. Hougen - Executive VP of Finance & CFO Conference Call Participants Paul Matteis - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Paul Matteis Stifel, Nicolaus & Company, Incorporated, Research Division Good morning.

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Uranium Energy Trades at Premium Value: How to Play the Stock? — Positive

UEC   Zacks Investment Research — November 13, 2025

UEC's soaring valuation and strong stock run contrast with widening losses as it shifts from developer to producer.

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Is Top-Ranked Micron the Best AI Stock to Buy Now? — Positive

MU   Zacks Investment Research — November 13, 2025

AI chip stock Micron has soared to new highs, and it's crushed the Tech sector over the last 15 years. Despite that, the Zacks Rank #1 (Strong Buy) stock offers great value and long-term upside.

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SHO or NHI: Which Is the Better Value Stock Right Now? — Neutral

NHI  SHO   Zacks Investment Research — November 13, 2025

Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Sunstone Hotel Investors (SHO) and National Health Investors (NHI). But which of these two stocks offers value investors a better bang for their buck right now?

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CPAY or MA: Which Is the Better Value Stock Right Now? — Positive

CPAY  MA   Zacks Investment Research — November 13, 2025

Investors interested in Financial Transaction Services stocks are likely familiar with Corpay (CPAY) and MasterCard (MA). But which of these two companies is the best option for those looking for undervalued stocks?

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FUTU or APP: Which Is the Better Value Stock Right Now? — Positive

APP  FUTU   Zacks Investment Research — November 13, 2025

Investors with an interest in Technology Services stocks have likely encountered both Futu Holdings Limited Sponsored ADR (FUTU) and AppLovin (APP). But which of these two companies is the best option for those looking for undervalued stocks?

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TRTX or FSV: Which Is the Better Value Stock Right Now? — Neutral

FSV  TRTX   Zacks Investment Research — November 13, 2025

Investors interested in stocks from the Real Estate - Operations sector have probably already heard of TPG RE Finance Trust (TRTX) and FirstService (FSV). But which of these two stocks offers value investors a better bang for their buck right now?

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IVZ vs. BLK: Which Stock Is the Better Value Option? — Neutral

BLK  IVZ   Zacks Investment Research — November 13, 2025

Investors looking for stocks in the Financial - Investment Management sector might want to consider either Invesco (IVZ) or BlackRock (BLK). But which of these two stocks presents investors with the better value opportunity right now?

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LNC or BWIN: Which Is the Better Value Stock Right Now? — Neutral

BWIN  LNC   Zacks Investment Research — November 13, 2025

Investors looking for stocks in the Insurance - Life Insurance sector might want to consider either Lincoln National (LNC) or The Baldwin Insurance Group (BWIN). But which of these two stocks presents investors with the better value opportunity right now?

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AXS vs. KNSL: Which Stock Is the Better Value Option? — Positive

AXS  KNSL   Zacks Investment Research — November 13, 2025

Investors with an interest in Insurance - Property and Casualty stocks have likely encountered both Axis Capital (AXS) and Kinsale Capital Group, Inc. (KNSL). But which of these two companies is the best option for those looking for undervalued stocks?

image for news AXS vs. KNSL: Which Stock Is the Better Value Option?