Compass Diversified (NYSE:CODI) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsBen Tapper - VP of Investor RelationsElias Sabo - Partner and CEOLarry Solow - Managing Director and PartnerRobert Dodd - Director of Specialty FinanceStephen Keller - Executive VP and CFOConference Call ParticipantsCris Kennedy - Research AnalystTimothy D'Agostino - Research AnalystOperatorGood afternoon, welcome to Compass Diversified's Fiscal 2025 fourth quarter conference call. Today's call is being r ...

Compass Diversified (NYSE:CODI) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsBen Tapper - VP of Investor RelationsElias Sabo - Partner and CEOLarry Solow - Managing Director and PartnerRobert Dodd - Director of Specialty FinanceStephen Keller - Executive VP and CFOConference Call ParticipantsCris Kennedy - Research AnalystTimothy D'Agostino - Research AnalystOperatorGood afternoon, welcome to Compass Diversified's Fiscal 2025 Fourth Quarter Conference Call. Today's call is being r ...

Compass Diversified (NYSE:CODI) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker4Good afternoon, welcome to Compass Diversified's Fiscal 2025 fourth quarter conference call. Today's call is being recorded. All participants are in a listening mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw ...

— income generation, dividend longevity, and resilience under economic pressure. From Philip Morris's smoke-free transformation and 40%+ operating margins, to Walmart's eCommerce momentum and $30 billion buyback, to Coca-Cola's 63-year dividend streak, these businesses are built to generate income and withstand economic pressure. KXI holds these businesses within a single fund structure, charging a 0.39% expense ratio, with consumer sentiment at recessionary levels and inflation running at 2.16% year-over-y ...

Core Viewpoint - The KXI ETF, which focuses on consumer staples, has delivered an 18.1% total return over the past year, supported by strong dividend growth from its underlying holdings, particularly from Dividend Kings and Aristocrats [1]. Group 1: Performance and Yield - KXI has a dividend yield of 2.27% and has returned 18.1% over the past year, with a year-to-date increase of 13.6% as of February 24, 2026 [1]. - The ETF's income primarily comes from companies with a long history of dividend growth, providing a solid income foundation for investors [1]. Group 2: Key Holdings - Walmart and Costco make up nearly 19% of KXI's portfolio but contribute minimal income, with yields of approximately 0.8% and under 1% respectively [1]. - Philip Morris International has a 3.1% yield and raised its dividend by 8.9% in 2025, with smoke-free products generating 41.5% of its revenue [1]. - Coca-Cola has a 2.6% yield and a 67% payout ratio, with a projected free cash flow of about $12.2 billion for 2026, supporting its dividend [1]. - Procter & Gamble has over 60 consecutive years of dividend increases and a 61.7% earnings payout ratio, indicating room for continued growth [1]. - PepsiCo has raised its dividend for over 50 years, recently increasing it by 5.0% to an annualized $5.69, although it carries significant debt that could impact future growth [1]. Group 3: Investment Considerations - The total return profile of KXI, combining the 2.27% yield with the 18.1% price return, offers a more attractive investment case than the yield alone suggests [1]. - Global diversification within KXI helps mitigate concentration risk in any single economy, although it may introduce some foreign exchange drag [1].

Equity markets appear poised for their next leg of expansion after nine months of tight consolidation, with the Nifty trading in a narrow 5–6 per cent band amid global uncertainties and earnings recalibrations. According to PL Capital’s latest India Strategy report, the index has weathered a 9–9.5 per cent moderation in FY26–27 EPS estimates, yet underlying corporate performance remains resilient.The base case assumes the Nifty index with a 12-month target of 27,958. In a bullish scenario, a 20x multiple im ...

Year to date (as of Feb. 18, 2026), the State Street Consumer Staples Select Sector SPDR ETF (NYSEMKT: XLP) is up just over 13%. That's the best start to a year this sector has had by far since it launched in late 1998. Investors who have maintained diversification in their portfolio over the past three years are finally getting rewarded for their patience. But there's a growing concern from the sector having risen this far, this fast. Will AI create the world's first trillionaire? Our team just released ...

而新一代AI技术的突破打破了原有格局，实现了对传统AI交易的颠覆。此前的AI交易多停留在被动分 析、辅助决策层面，依赖人工设定规则，而新一代AI Agent已进化为能自主研究、生成策略、编写代码 并执行交易的智能体，形成完整交易闭环，无需人工干预即可完成全流程操作，彻底改变了原有AI交 易的被动属性。这种颠覆直接推动投资逻辑转变，资金从高波动科技股流出，转向盈利稳定的防御性标 的，间接助力能源、必选消费和美债领涨。 值得注意的是，AI交易的颠覆并非一蹴而就，市场仍处于转型过渡期。部分机构仍沿用传统AI交易模 式，头部机构则加速布局新一代AI Agent，形成差异化竞争格局，同时这种颠覆也带来了新的风险—— 2026年以来，全球金融市场呈现鲜明分化格局，能源、必选消费板块及美国国债持续领跑市场，成为年 初以来最稳健的盈利主线；与此同时，曾主导华尔街交易生态的"AI交易"正经历深刻变革，被新一代AI 技术自身颠覆，叠加关税政策扰动、美伊局势缓和等因素，市场资产定价逻辑正在重新重构，各方观点 呈现多元博弈态势。 能源、必选消费和美债的领涨态势清晰且具备明确支撑逻辑，并非简单的风格轮动。能源板块受益于双 重利好，一方 ...

Core Viewpoint - Investors are shifting their focus from technology and large-cap stocks to sectors benefiting from AI-driven investments, leading to a rotation in market dynamics [1][2]. Sector Performance - Technology (XLK) and Consumer Discretionary (XLY) sectors remain negative year-to-date, while Financials (XLF) also show a decline [1]. - Energy stocks (XLE) have increased by 22% since the beginning of the year, driven by rising oil prices and demand, with Chevron (CVX) and ExxonMobil (XOM) shares up 20% and 22% respectively [2]. - Materials (XLB) and Industrial stocks (XLI) have risen by 15% and 14% respectively, attributed to AI infrastructure buildouts and reshoring trends [3]. - Defensive sectors like Consumer Staples (XLP) are gaining traction, with Walmart (WMT) reaching an all-time high [3]. Market Dynamics - The current market rotation is intensified by volatility, with portfolio rebalancing occurring as investors move from overvalued sectors to more stable areas [4]. - The Tech-Software Sector ETF (IGV) has seen a decline of 23% year-to-date due to fears surrounding AI's impact on traditional enterprise software roles [5]. - Cybersecurity firms have also faced declines, with shares of CrowdStrike (CRWD), Zscaler (ZS), and Cloudflare (NET) dropping significantly following new AI security tool announcements [6]. Economic Outlook - Profit growth and potential interest rate cuts by the Federal Reserve are expected to support a broadening stock market, with predictions of two to three rate cuts in 2026 [7]. - UBS strategists anticipate healthy profit growth across sectors, supported by a resilient US economy and ongoing easing cycles [7].

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings I get to chat with a ton of fascinating people each week here at Yahoo Finance. It's one of the perks of the gig. Every day I leave our New York City headquarters smarter than the day before. Phoebe Gates, daughter of Microsoft's (MSFT) Bill and Melinda Gates, took me inside her new startup, Phia. It's a ...