Capital Allocation

DUBLIN – October 31, 2026 -- AerCap Holdings N.V. (NYSE: AER) raised its full-year 2026 adjusted earnings per share guidance to approximately $20.70, before any fourth-quarter gains on sale, after reporting record third-quarter adjusted net income of $1,009 million, or $6.56 per share. GAAP net income was $949 million, or $6.17 per share.

AerCap posts 22% adjusted return on equity on $353 million in sales gains

GAAP return on equity reached 20% and adjusted return on equity hit a record 22%. Operating cash flow totaled $1.8 billion.

The lessor sold 70 owned assets for $1.1 billion, booking $353 million in gains. That compares with $332 million of gains on 32 assets sold for $1.5 billion a year earlier. The unlevered gain-on-sale margin was 45%, or 2.6x book value on an equity basis.

CHAM, Switzerland – October 30, 2026 -- Landis+Gyr Group AG (SIX: LAND) raised its FY 2026 adjusted EBITDA margin guidance to 15.0%-16.0% after posting a record adjusted gross margin of 38.0% in the second quarter, even as first-half net revenue fell 6.3% year-over-year to $501.4 million.

Second-quarter revenue reaches $269.2 million with order intake of $170.3 million

The quarter ended September 30, 2026 delivered net revenue of $269.2 million. Order intake in the period totaled $170.3 million, according to the unaudited results.

CEO Peter Mainz attributed the first-half revenue decline to timing of the transition between two major customer deployments. He said the top line was in line with expectations.

First-half adjusted gross margin expands 370 basis points to 37.7%

Adjusted gross profit rose 4.0% to $189.2 million for the half-year. Adjusted EBITDA grew 3.5% to $73.9 million, a 14.7% margin that is up 140 basis points.

SALEM, N.H. – – October 30, 2026 -- Standex International (NYSE: SXI) posted record first-quarter fiscal 2027 sales of $232.6 million, up 12.4% organically, and raised its full-year outlook. The board also authorized a new $100 million share repurchase program.

Electronics drives growth as orders reach about $273 million

Electronics grew 29.5% organically, led by fast growth markets, general industrial demand and new products. Company-wide order intake hit a record of about $273 million, for a book-to-bill ratio of 1.17. New product sales rose 56%, and sales into fast growth markets rose 25% to about $78 million.

Adjusted gross margin reached a record 44.4%, up 240 basis points year on year. GAAP operating margin was 17.4%. Adjusted operating margin was 20.2%, up 110 basis points, with expansion in every segment.

CEO David Dunbar credited "multiple independent growth drivers," including electrification, data center and defense demand.

HOUSTON – October 30, 2026 -- Bristow Group Inc. (NYSE: VTOL) declared a quarterly cash dividend of $0.125 per share of common stock, payable on November 27, 2026.

Shareholders of record on November 13 qualify for the payout

Holders of record at the close of business on November 13, 2026 will receive the payment. The Houston-based aviation services provider set a two-week gap between the record date and the payment date.

Bristow intends to keep paying regular quarterly dividends

The company said it intends to pay regular quarterly cash dividends for the foreseeable future. It made no commitment on the amount of future payments.

All later dividends, including their record and payment dates, remain subject to final determination by the Board of Directors each quarter. The board will make that decision after reviewing the company's financial performance.

HELSINKI – October 30, 2026 -- Stora Enso's Board of Directors has approved a demerger plan to spin off its Swedish forest assets business into Bergslagets Skogar AB, with completion planned for 31 March 2027. The five largest shareholders by votes, holding about 28.6% of shares and 69.9% of votes, have irrevocably committed to vote in favour, subject to customary conditions.

Shareholder vote set for 15 December 2026

An Extraordinary General Meeting is expected on 15 December 2026 to decide on the cross-border partial demerger. Stora Enso expects to publish an information brochure for shareholders by 24 November 2026 at the latest. A listing prospectus will follow shortly after completion and before public trading begins.

Bergslagets Skogar intends to apply for admission to the regulated markets of Nasdaq Stockholm and Nasdaq Helsinki. It would be a Swedish public limited liability company.

SOUTHFIELD, Michigan – October 30, 2026 -- Lear Corporation (NYSE: LEA) lifted third-quarter 2026 net income 26% to $137 million on revenue of $5.8 billion, up 2% year over year, and expanded its share repurchase authorization to $1.5 billion through December 31, 2029.

Adjusted earnings per share rise 33% despite weaker industry output

Adjusted net income climbed 23% to $185 million, while adjusted earnings per share reached $3.71 against $2.79 a year earlier. Reported earnings per share rose 36% to $2.74. Lear credited higher earnings and its buyback program for the gains.

Core operating earnings increased 6% to $256 million, or 4.4% of sales, compared with $241 million, or 4.2%, in the third quarter of 2025. Commercial recoveries, restructuring and IDEA by Lear savings supported earnings. Lower production on key Lear platforms and higher engineering and launch costs partly offset them.

RESTON – October 30, 2026 -- General Dynamics booked $98.8 billion in orders in the third quarter of 2026, a company-wide book-to-bill ratio of 6.8-to-1. Backlog rose to $220.3 billion, while revenue grew 12.9% year over year to $14.6 billion.

Earnings and margin rise across all four segments

Operating earnings reached $1.5 billion, up 14.7% from the year-ago quarter. Diluted earnings per share rose 15.7% to $4.49. Operating margin was 10.5%, a 20-basis-point expansion. Revenue grew in all four segments.

Chairman and CEO Phebe Novakovic called the results "exceptional" and cited consistent backlog growth and a decade of heavy investment in the businesses as the basis for continued performance.

Submarine awards lift defense orders to $93.8 billion

Defense segments received $93.8 billion in orders, driven by large Marine Systems awards for Virginia- and Columbia-class submarines. The defense book-to-bill ratio was 8.5-to-1.

OKLAHOMA CITY – October 30, 2026 -- Mammoth Energy Services (NASDAQ: TUSK) has secured up to $58 million in senior secured term loans from Bank7 to buy more aviation assets. It is the first debt financing for a portfolio that has so far been funded without borrowing.

Two term loans of $25 million and $33 million carry a 60-day draw window

Mammoth's aviation subsidiaries, Cobra Aviation Services LLC and Leopard Aviation LLC, signed the loan and security agreement on October 28. The facility splits into a $25 million Term Loan A and a $33 million Term Loan B. Each can be drawn during the 60 days after closing, and advances under Term Loan B depend on certain conditions. No amounts were drawn at closing.

The loans carry a floating interest rate and amortize monthly from January 2027. They mature in October 2030. The borrowers' aviation assets secure the facility, and Mammoth guarantees it.

OKLAHOMA CITY – October 30, 2026 -- Mammoth Energy Services (NASDAQ: TUSK) reported third-quarter 2026 revenue from continuing operations of $21.3 million, up 95% from $10.9 million a year earlier, and raised its full-year outlook for the third time this year.

Net income from continuing operations was $0.3 million, or $0.01 per diluted share. That compares with a loss of $12.6 million in the third quarter of 2025 and a loss of $1.2 million in the second quarter of 2026. Adjusted EBITDA reached $5.8 million, against negative $4.8 million a year ago and $2.6 million in the second quarter. The Adjusted EBITDA margin was 27.2%, up from 10.0% in the second quarter and 15.0% for the first nine months. Revenue fell from $26.1 million in the second quarter.

MILWAUKEE – October 29, 2026 -- A. O. Smith (NYSE: AOS) reported third-quarter 2026 sales of $941 million, net earnings of $126 million and diluted EPS of $0.93, while moving to sell 81% of its China business to alternative asset manager CPE and cutting China from its full-year outlook.

China sale values the unit at about $400 million before royalties

The definitive agreements, announced October 27, value the China business at approximately $400 million on a cash-free, debt-free basis, excluding the long-term brand licensing royalty stream. Including the net present value of licensing payments over a multi-decade period, total value is expected to exceed $500 million.