Browsing Tag
Houston
103 posts
Willdan (WLDN) completes $285m Mantis acquisition, but can new earnings offset debt costs?
Willdan Group has completed its $285 million acquisition of Mantis Innovation, adding an energy management business expected to generate $120 million in annual net revenue. The purchase expands its commercial and industrial capabilities, but the financing structure and anticipated 2027 earnings contribution will determine whether the deal improves shareholder returns.
SEG Solar plans $950m Texas HJT cell factory, but can it close the US solar supply gap?
SEG Solar has secured land for a proposed 4 GW heterojunction solar cell factory in Texas, targeting 2028 and 2029 production starts. The investment could strengthen domestic solar supply chains, although financing, federal incentives and the gap between cell and module capacity remain decisive commercial considerations.
Crown Castle (NYSE: CCI) jumps 9% on SpaceX talks. Where are the leases?
Crown Castle shares surged after reports that SpaceX wants access to 80,000 American cell sites for a potential nationwide mobile network. But with no publicly confirmed lease agreement and existing tower revenue still declining, the key question is how much new income the satellite company's ambitions could realistically create.
Weatherford profit jumps 208% sequentially as margins and free cash flow rebound
Weatherford beat Q3 EPS estimates as margins and free cash flow surged. See why debt reduction and a stronger Q4 outlook matter for $WFRD.
Baker Hughes (Nasdaq: BKR) raises 2026 guide after $13.6bn Chart deal
Baker Hughes lifted 2026 guidance after buying Chart for $13.6bn. Can LNG growth, $325m of synergies and deleveraging support BKR?
Intuitive Machines revenue tops $206m as $1.8bn backlog transforms growth outlook
Intuitive Machines backlog hit $1.8 billion as Q2 revenue quadrupled. See why widening losses make the 2026 growth target a major test.
Constellation to sell 606MW Brazos Valley gas plant for $860m as LS Power deepens ERCOT bet
LS Power is paying $860 million for Constellation Energy’s 606MW Brazos Valley Energy Center near Houston, completing the final plant sale required by the Calpine antitrust settlement. The price highlights the scarcity value of existing dispatchable generation in ERCOT, but the buyer will still depend on volatile Texas power-market economics to justify the investment.
IES Holdings (NASDAQ: IESC) stock surges after Q3 earnings and two-for-one split
IES Holdings surged after Q3 earnings and a stock split, but backlog conversion and residential weakness will decide whether NASDAQ can hold momentum.
Why ImagineX’s Payteros acquisition could solve the hardest part of payment modernisation
ImagineX’s acquisition of Payteros adds enterprise payments deployment, SAP integration and order-to-cash expertise to its software, data and artificial intelligence platform, but the strategic payoff will depend on converting complementary capabilities into larger and more repeatable client engagements.
IES Holdings (NASDAQ: IESC) smashes Q3 estimates: Revenue up 40%, adjusted EPS jumps to $6.70
IES Holdings surged 26% after Q3 revenue jumped 40% to $1.24B and backlog hit $4.5B, up 91% since September, on data center demand and a 2-for-1 split.